Upon graduation from the University of Minnesota's Carlson School of Management in 1987, I immediately fulfilled a dream of owning a small business. I ran a successful acoustic ceiling cleaning and replacement company and sold it five years later, which led to my second career passion - being a financial advisor.
Outside of the workplace I’ve had a huge passion for playing golf since the age of 10. Others activities include hockey, running, and coaching youth sports. Most importantly, I enjoy spending time with my wife and three daughters.
Because of my diverse past in the financial advisory field, I have a unique perspective about successful investing that I bring to my client’s individual situation. I’ve seen what works and more importantly what doesn’t, and I share this knowledge with my clients in order to make them better investors.
Services & Experience
It is my passion and goal to help my client’s achieve their financial dreams and goals by providing excellence in all that we do. I help my client realize their financial dreams by cutting through the clutter, so they can focus and keep an eye on the long term prize.
I believe this is best accomplished by:
- Taking a consultative approach to investing.
- Having the highest degree of ethics and integrity- by putting the client first, always.
- Providing outstanding service and communication.
- Sharing the knowledge and education I’ve accumulated with over 20 years of providing investment consultation and advice.
“A major part of what I provide to my clients is no-nonsense education and advice. I believe it is important that people understand the fundamental principles of their financial goals and plan. All investments have benefits and considerations. It is my role to help clients navigate through the investment process and stay focused on the long-term horizons to achieve their goals.”
– Tim Evon