Broker Check

About Kelley

Kelley Evans

Branch Manager

303-221-2033

720-259-1406

[email protected]

Kelley, a Denver native and graduate of the University of Colorado, has been helping individuals plan their financial futures since 1997. She resides in Englewood, Colorado with her husband, Dan, and their three children; Conor, Shane and Lindsey. Away from the office, Kelley and her family enjoy outdoor activities such as skiing, hiking and mountain biking. 

Kelley’s business philosophy begins with the belief that any sound investment plan must be tailored to the specific needs of a client. Therefore, she spends a tremendous amount of time listening to each client to understand their investment objectives. Only then does she create a plan tailored to achieve their goals. 

Second, Kelley believes any wealth-management strategy must encompass asset allocation and investment diversification. A successful wealth management plan should provide confidence, and this is what she helps her clients achieve. 

Third, Kelley encourages her clients to develop reasonable expectations. She understands that managing wealth is a long process that requires patience and discipline. 

And finally, Kelley understands that her clients have plenty of choices of where to do business, but they choose to do business with her because of the exceptional service she provides and the value she adds to the relationships. Kelley appreciates when her clients refer their friends, family members and business associates to her. 

Kelley’s judgment, knowledge and business philosophy engender lifelong trust and respect. Find the trusted advisor you’ve been looking for. Call or e-mail Kelley Evans today. 

* Diversification and asset allocation do not assure a profit or protect against loss in declining markets.