The transition from earning income at work to living in retirement usually requires some changes in your financial strategy. That is why I place a special emphasis on income generation as a foundation for you to live well in retirement.
Having worked in the residential construction industry during the housing crisis of 2008 and with 8 years of experience in financial services, I understand the importance of not only managing risk, but growing a reliable income to achieve the retirement you want.
As your advisor, my first priority will be to learn what is most important to you and create a customized plan to help you achieve those goals and stay on track.
Education
- BBA, Finance, Texas A&M University
More About Me
As a sixth generation Texan, born and raised in Austin, I love getting to know my neighbors and building long-term relationships. I enjoy family life with my wife, daughter and German shepherd mix, Ryder. On weekends, we are usually supporting our daughter at her sporting events or helping out at the family ranch in Burnet County.
For immediate assistance, please contact one of our wealth management administrators.
Evan Green is registered to conduct securities business in CA, NC, TN, TX and WA.