With eight years of experience in the financial services industry, Evan Kalomiris began his career in the Portland, Oregon office before relocating to Scottsdale, Arizona, where he has continued to serve clients for the past four years. He graduated in 2017 from the University of Oregon with a degree in Business Administration and a concentration in Finance, and holds the CERTIFIED FINANCIAL PLANNER™ certification.
Evan specializes in financial planning, tax return reviews, estate reviews, and portfolio management. In his free time, he enjoys golfing, hiking, traveling, and spending time with family in Portland.