Meet Evelyn


Evelyn is our team’s Client Care Associate. Her friendly demeanor and attention to detail make her excel in her role – she is an asset to our team!

A graduate of Mercy College, Evelyn has a bachelor’s degree in Science with a minor in Health Service Management. Prior to joining our team, she managed a medical wellness office.

Born and raised in Nanuet, NY, Evelyn is a fitness aficionado and works hard to maintain her healthy lifestyle. She sets (and then smashes) fitness goals and enjoys listening to self-development podcasts. In the morning you can find her heading to the gym, and in the evening, you might find her walking her Cavapoo, Mila, in the town park.

Request an Appointment

In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.