Brian Evans

Brian Evans Email and Phone Number

Owner and Wealth Manager @ Madrona Financial Services, LLC
Everett, WA, US
Brian Evans's Location
Everett, Washington, United States, United States
Brian Evans's Contact Details
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.

Brian Evans's Current Company Details
Madrona Financial Services, LLC

Madrona Financial Services, Llc

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Owner and Wealth Manager
Everett, WA, US
Website:
madronafinancial.com
Employees:
20
Brian Evans Work Experience Details
  • Madrona Financial Services, Llc
    Owner And Wealth Manager
    Madrona Financial Services, Llc
    Everett, Wa, Us
    View
  • Madrona Financial Services, Llc
    Owner & Wealth Manager
    Madrona Financial Services, Llc Nov 1999 - Present
    Everett, Wa, Us
    Registered 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
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  • Madrona Financial Services, Llc
    Chief Executive Officer
    Madrona Financial Services, Llc Jul 1991 - Jul 2024
    Everett, Wa, Us
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  • Bauer Evans, Inc.
    Owner
    Bauer Evans, Inc. Jul 1991 - Present
    Full service CPA firm offering tax, accounting, financial statement, business consulting, financial planning, legacy and life planning.
  • Our Lady Of Hope Catholic Church
    Finance Committee
    Our Lady Of Hope Catholic Church Jan 2021 - Present
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  • Washington State University
    Advisory Council Member
    Washington State University Jan 2018 - Sep 2022
    Pullman/Spokane/Tri-Cities/Vancouver/Everett/Global, Washington, Us
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  • Madrona Insurance Services
    Owner
    Madrona Insurance Services Jan 2010 - Sep 2022
    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.
  • National Advisors Trust
    Shareholder
    National Advisors Trust Jan 2008 - Sep 2022
    Kansas City, Missouri, Us
    Shareholder at National Advisors Trust offering full corporate trustee services to individuals in all 50 states.
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Brian Evans Skills

Estate Planning Trusts Investment Advisory Wealth Management Asset Allocation Investments Mutual Funds Retirement Planning Asset Managment Strategic Financial Planning Investment Management Series 7 Securities Portfolio Management Financial Advisory Alternative Investments

Brian Evans Education Details

  • Washington State University - College Of Business And Economics
    Washington State University - College Of Business And Economics
    Summa Cum Laude

Frequently Asked Questions about Brian Evans

What company does Brian Evans work for?

Brian Evans works for Madrona Financial Services, Llc

What is Brian Evans's role at the current company?

Brian Evans's current role is Owner and Wealth Manager.

What is Brian Evans's email address?

Brian Evans's email address is be****@****wsu.edu

What is Brian Evans's direct phone number?

Brian Evans's direct phone number is +142526*****

What schools did Brian Evans attend?

Brian Evans attended Washington State University - College Of Business And Economics.

What are some of Brian Evans's interests?

Brian Evans has interest in Being An Entrepreneur, Raising 2 Boys, Tae Kwon Do Black Belt.

What skills is Brian Evans known for?

Brian Evans has skills like Estate Planning, Trusts, Investment Advisory, Wealth Management, Asset Allocation, Investments, Mutual Funds, Retirement Planning, Asset Managment, Strategic Financial Planning, Investment Management, Series 7.

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