Brian Evans Email & Phone Number
@madronafinancial.com
6 phones found area 425
LinkedIn matched
Who is Brian Evans? Overview
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Brian Evans is listed as Owner and Wealth Manager at Madrona Financial Services, LLC, a company with 20 employees, based in Everett, Washington, United States. AeroLeads shows a work email signal at madronafinancial.com, phone signal with area code 425, and a matched LinkedIn profile for Brian Evans.
Brian Evans previously worked as Owner & Wealth Manager at Madrona Financial Services, Llc and Chief Executive Officer at Madrona Financial Services, Llc. Brian Evans holds Ba, Accounting, Summa Cum Laude from Washington State University - College Of Business And Economics.
Email format at Madrona Financial Services, LLC
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AeroLeads found 2 current-domain work email signals for Brian Evans. Compare company email patterns before reaching out.
About Brian Evans
Brian Evans, CPA/PFS is a nationally published author “Seven Steps to a Successful Retirement”, with guest appearances on CNBC and FOX Business. Hosts the radio show Growing Your Wealth for the past 9 years which can be heard in the Seattle area on KIRO 97.1 Saturday 9AM, KTTH 770 Saturday 7AM, KVI 570 Saturday 3PM and KNRS Salt Lake City Saturday 10AM. In 2012, Evans rang the opening bell at the New York Stock Exchange celebrating the launch of his three broad-market Exchange-Traded Funds. He is also a financial advisor coach for Financial Independence Group.Brian began his career in accounting and has been a CPA since 1986. He is an owner of Bauer Evans, Inc. P.S., a multi-office CPA firm. In 1999, Evans founded Madrona Financial Services, LLC, a Registered Investment Advisor that offers comprehensive investment services and currently manages more than $900 million in assets including stock and bonds, Delaware Statutory Trusts, alternative investments, passive real estate, and annuities.Brian graduated Summa Cum Laude from Washington State University in 1984, where he majored in Accounting.He is on the Washington State University (Everett campus) Advisory Council. He is also chair of the Finance Committee at Our Lady of Hope church in Everett and serves on the scholarship committee of North Everett Rotary.
Listed skills include Estate Planning, Trusts, Investment Advisory, Wealth Management, and 12 others.
Brian Evans's current company
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Brian Evans work experience
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Owner & Wealth Manager
CurrentRegistered Investment Advisory firm which coordinates stock market investing with income tax, trust and estate tax considerations. We specialize in financial, legacy and life planning, coordinated with our investment and CPA expertise. We also help landlords with real estate succession from Section 1031 exchanges using Delaware Statutory Trusts
Chief Executive Officer
Owner
CurrentFull service CPA firm offering tax, accounting, financial statement, business consulting, financial planning, legacy and life planning.
Finance Committee
Current
Advisory Council Member
Owner
We use LIfe Insurance as a tax free vehicle for retirement income or legacy gifts. We also create lifetime income strategies using Fixed Indexed Annuities.
Shareholder
Shareholder at National Advisors Trust offering full corporate trustee services to individuals in all 50 states.
Brian Evans education
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Washington State University - College Of Business And Economics
Frequently asked questions about Brian Evans
Quick answers generated from the profile data available on this page.
What company does Brian Evans work for?
Brian Evans works for Madrona Financial Services, LLC.
What is Brian Evans's role at Madrona Financial Services, LLC?
Brian Evans is listed as Owner and Wealth Manager at Madrona Financial Services, LLC.
What is Brian Evans's email address?
AeroLeads has found 2 work email signals at @madronafinancial.com for Brian Evans at Madrona Financial Services, LLC.
What is Brian Evans's phone number?
AeroLeads has found 6 phone signal(s) with area code 425 for Brian Evans at Madrona Financial Services, LLC.
Where is Brian Evans based?
Brian Evans is based in Everett, Washington, United States while working with Madrona Financial Services, LLC.
What companies has Brian Evans worked for?
Brian Evans has worked for Madrona Financial Services, Llc, Bauer Evans, Inc., Our Lady Of Hope Catholic Church, Washington State University, and Madrona Insurance Services.
How can I contact Brian Evans?
You can use AeroLeads to view verified contact signals for Brian Evans at Madrona Financial Services, LLC, including work email, phone, and LinkedIn data when available.
What schools did Brian Evans attend?
Brian Evans holds Ba, Accounting, Summa Cum Laude from Washington State University - College Of Business And Economics.
What skills is Brian Evans known for?
Brian Evans is listed with skills including Estate Planning, Trusts, Investment Advisory, Wealth Management, Asset Allocation, Investments, Mutual Funds, and Retirement Planning.
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