Evans Investment Services
Please contact one of our Wealth Advisors for a personal review.
Please call 716.926.3313 or contact your financial center for help.
Licensed Financial Professional for 35 Years
Commercial, North Boston
Phone Number : 716.562.3261
Dave has been active in the insurance and investment arena for over 35 years and has been with Evans Investment Services since 2008. Dave’s area of specialization is in commercial wealth where he works directly with commercial clients. He is New York State licensed for Life, Accident and Health and Long-Term Care Insurance as well as holding FINRA Series 6 and 63 securities registrations with LPL Financial. Dave has earned the Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®) and Certified Plan Fiduciary Advisor (CPFA) to offer his clients advanced financial planning and risk management. Dave graduated from Canisius College with a degree in Finance and is active with St. Joseph’s Collegiate Institute and St. Gregory the Great Church. Currently Dave lives in Williamsville with his wife, Tracey, and their four children. He loves to golf and go on walks with his Old English Sheepdog.
Licensed Professional for 11 Years
West Seneca, Evans, Lancaster, Hamburg, Forestville
Phone Number : 716.681.0400 or 716.238.6830
Michael has been with Evans Investment Services since 2015 as a licensed representative and joined the wealth team in 2019 and has been in the financial industry for over 16 years. Michael earned his Bachelor of Science degree in business administration from the State University of New York College at Buffalo in 2007. He is New York State licensed for Life, Accident and Health as well as holding FINRA Series 6, 7 and 63 securities registrations with LPL Financial. Everyone’s financial and life situations are unique, and Michael keeps that in mind when providing investment advice to clients. Personalized service is essential when pairing clients to financial products and services. Michael is happily married to his lovely wife Meagan and has one daughter. Away from business, he is actively involved and holds positions with two organizations in his community focused on helping people in need.
Licensed Professional for 8 years
Tonawanda, Williamsville, Lockport, Elmwood, Amherst, Clarence, North Buffalo,
Phone Number : 716.817.7160 or 716.430.3826
Kathy is a Wealth Advisor at Evans and has been helping her clients since 2014. After earning a BS in Chemical Engineering from the University of Rochester, Kathy joined her husband in their family business. The experiences of running a business and her love of interacting with others led her to pursue the Certified Financial Planner certification. As a Certified Financial Planner, Kathy can help clients navigate the market with confidence, as recently seen during the pandemic induced selloff. She gives her clients the time, care and respect they deserve whether if it is someone starting their first investment account or a pre-retiree looking to make sure he or she can retire with confidence. Kathy and her husband live on Grand Island with their children, Jerry and Victoria, currently attending Canisius College and the University at Buffalo. Their oldest, Henry, is a staff accountant living in Rochester. In her free time, she loves to cook and enjoys traveling internationally and learning about cultures.
Licensed Professional for 4 years
Penfield, Fairport, Perinton, Irondequoit
Phone Number: 585.377.8970 ext. 4433 or 815.616.0968
Claire is a Wealth Advisor at Evans Bank, originally coming to us from Chicago, IL. After earning a BS in Accounting from Eastern Illinois University, Claire began her career at Edward Jones, where she fell in love with the industry. In 2020, she sought the freedom to run her practice the way she desired by going independent with LPL Financial. She holds her FINRA Series 7 and 66 securities registrations, as well as life and health insurance licenses. Claire prides herself in providing each client a personalized investment plan by understanding each person and what is important to them, and ultimately assisting to manage their financial goals throughout their lifetime. Claire and her husband, Patrick, built a home in Walworth, NY, where they are planting their roots for good with their dog, Avery. In her free time Claire enjoys spending time with family, friends, and getting involved in her community.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Securities and advisory services offered through LPL Financial (LPL) a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products offered through LPL Financial or its licensed affiliates. Evans Bank and Evans Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Evans Investment Services, and may also be employees of Evans Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Evans Bank or Evans Investment Services. Securities and insurance offered through LPL or its affiliates are:
|Not FDIC Insured||No Bank Guarantee||May Lose Value|
|Not A Deposit||Not Insured By Any Federal Government Agency|
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Evans Bank provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
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