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@apm-wealth.com
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Evan Withner is listed as Associate Financial Planner at APM Wealth, a with 3 employees, based in Houston, Texas, United States. AeroLeads shows a work email signal at apm-wealth.com and a matched LinkedIn profile for Evan Withner.
Evan Withner previously worked as Owner, Director Of Operations at The Young Saxophonist'S Institute and Private Instructor at Withner Studios. Evan Withner holds Certificate, Financial Planning from Texas A&M University.
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I have spent my career in the music education field and am transitioning into financial planning. I have finished all prerequisite CFP courses at Texas A&M and am working to sit for the CFP exam. Having spent over a decade working with individuals in the music education field, I am adept at client interaction, highly detail oriented, and passionated about making a lasting difference in people's lives. Using these skills and training, I strive bring a fresh perspective into the financial planning world.
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Remote
Play a key organizational role in the company, solidifying client presence in softwares like WealthBox, eMoney, and Google DriveAccomplish various tasks designed to provide clients with insight to their financial plan - Generate quarterly reports - Complete service requests for clients - Coordinate paperwork via Docusign
Texas, United States
The Young Saxophonist's Institute is a Texas-based summer saxophone program, specializing in small and large ensemble pedagogy and performance. YSI has several camps throughout the Texas area and has employed some of the countries most talented saxophone performers and teachers.- Owner of saxophone summer camp program for middle and high school students- Grow and manage all finances, including billing and budgeting- Interact with hundreds of students to help them grow in confidence and competency- Overseen expansion of organization to all major cities in Texas- Manage website to accommodate needs to camp growth
Houston, Texas, United States
- Meet with eighty students weekly to build relationship and pursue musical development- Regular history of high performing students and yearly competition winners - Through consistent appointments with the students, developed personalized training plans- Manage and improve efficiency on billing, scheduling, and all administrative tasks
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Evan Withner works for APM Wealth.
Evan Withner is listed as Associate Financial Planner at APM Wealth.
AeroLeads has found 1 work email signal at @apm-wealth.com for Evan Withner at APM Wealth.
Evan Withner is based in Houston, Texas, United States while working with APM Wealth.
Evan Withner has worked for Apm Wealth, The Young Saxophonist'S Institute, and Withner Studios.
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Evan Withner holds Certificate, Financial Planning from Texas A&M University.
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