• Tax preparation, bookkeeping, tax advice, business management, health insurance liaison for Colorado exchange.

• Research securities and build custom fee-based portfolios for clients to meet financial objectives.• Evaluate portfolio managers and managed accounts available on the Raymond James platform.• Assist with health insurance; answer questions and register clients on the Colorado exchange.• Determine client’s expenses, income, current insurance coverage, financial objectives, tax status, and risk tolerance needed to develop a financial plan.• Answer questions about financial plans and relay financial advice. Advise strategies for insurance coverage, investment planning, taxes, and cash management to help reach financial objectives.• Involved in the hiring process of new employees and responsible for new employee training and growth.• Ensure company compliance by using transparent communication and categorizing documents. Stay up to date on all firm and federal regulations. Integrate new rules into the practice. Moved compliance files and archives completely to online for more security and easier audits.• Track all expenses to be sure costs stay low. Find ways to save on costs by making processes more efficient.• Answer all debt related questions; Mortgages, Student Loans, Credit Cards, etc.• Integrated new software streamlining the company. Successfully trained employees to use the new software including excel spreadsheets, Box cloud software, and solidifying the task system on Outlook by connecting it to our contact management system.Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. Evans Financial Group is not a registered broker/dealer and is independent of Raymond James Financial Services For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.

• Manage client relationships; initiate rollovers/transfers, trades, answer questions, and resolve issues.• Prepare for and attend client meetings to discuss portfolio performance. Generate and review financial plans, write explanations/terms of market linked notes, update and create cash flow buckets, run annuity illustrations, and maintain additional reporting with Riskalyze software.• Invoice all bill and tax payments for the business.• Assist with digital marketing and website.• Developed and named systems in partnership with the firm owner to increase efficiency. Created unique names to stand out and build brand recognition.Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. Evans Financial Group is not a registered broker/dealer and is independent of Raymond James Financial Services For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.

• Worked with multiple teams of financial advisors who manage over $600 million. • Handled client requests including placing trades, money transfers, and general account related inquiries.• Reviewed accounts on a monthly or quarterly basis with financial advisors and clients.• Organized and coordinated client events and seminars. Created investment portfolios for clients and maintained all client records.