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About Evans Financial Group

At Evans Financial Group we truly care about you. Our mission is to help you build a firm financial foundation in order to pursue financial independence as defined by you. We believe that by having a strong financial foundation you open the door to a bigger and brighter future where you can flourish.

Your financial goals, aspirations, and investment needs are just that—yours. And, your financial plan should reflect that individuality. Through The Goal Exploration Process, we take the

time needed to explore your goals, time-frame and risk tolerance. From that information, we carefully craft your personal Financial Foundation Blueprint which provides you actionable steps to create a firm financial foundation.

 

The first step in The Goal Exploration Process is The Financial Foundation Assessment™.

This assessment measures the current strength of your financial foundation. 

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As we work alongside you to build your financial foundation, you will experience superlative customer service, communication, and proactive guidance. We take pride in our concierge level of service and look forward to delivering a world-class level of responsiveness that will surprise you.

Kelley Evans, RICP®, Branch Manager

Kelley Evans, a Denver native and graduate from the University of Colorado, has been helping individuals and families plan their financial futures since she founded the practice in 1997. Kelley and her husband Dan reside in Centennial, Colorado. They have three adult children Conor, Shane, and Lindsey. Away from the office, Kelley and her family love to experience the Colorado outdoors and particularly enjoy skiing, hiking, and mountain biking.

Kelley’s warmth, judgment, knowledge, and business philosophy engender lifelong trust and respect. If you’re looking for a group founded by a trusted advisor that cares deeply about you, you’re in the right place.

Nicole Angelo, Senior Financial Consultant

Originally from New Jersey, Nicole moved to Colorado in 2016.  She graduated from the University of Miami in 2014 with a degree in International Finance and Marketing.  Nicole lives in Denver with her two dogs Moxie and Gus.  When Nicole is not in the office, she enjoys going to new restaurants, traveling, skiing, hiking, and camping.

 

Nicole’s efficiency, reliability and keen interest in all things financial helps set the stage for a high level of customer service.  She is always available to answer questions and help clients any way she can.

Adrienne Hogan, Office Manager

Originally from Chicago, Adrienne has lived in London, Indianapolis, and the Florida Panhandle before moving to Denver in 2019.

 

Adrienne graduated from North Central College in Naperville, IL with a degree in French and English. She and her husband John have 2 kids, Wes, 24 and Maureen, 21.  And a dog, Rizzo.  When away from the office, Adrienne enjoys cooking, reading, travel, films, music, and yoga.

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© 2020 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC

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Evans Financial Group is not a registered broker/dealer, and is independent of Raymond James Financial Services. Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

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*Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.

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