Bio
Stu Evans is a CERTIFIED FINANCIAL PLANNER™ professional with more than a decade of experience helping individuals and families make confident decisions about their financial futures.
Stu began his career at Vanguard, where he developed a strong foundation in investment management and portfolio construction. He later served as Director of Financial Planning at Facet, leading advisors in the delivery of comprehensive, goals-based financial planning.
Today, Stu helps clients bring the different pieces of their financial lives together into a clear, coordinated strategy. His approach is centered on education and conversation, helping clients understand where they are today, where they want to go, and what their next steps should be.
Outside of work, Stu serves as Vice President of the Wingate University Alumni Board and volunteers at a local aviation museum. He is also completing his private pilot’s license and enjoys playing guitar and staying active.
