Evelyn joined Clarfeld in 2010. She is responsible for managing all aspects of personal financial planning, advanced tax and estate planning, and investment advisory services for many of the high net worth clients at Clarfeld.
Evelyn supervises the Financial Planning department and is involved in training and career development of the junior team. A Certified Financial Planner (CFP®), Evelyn completed the mandatory education, examination, experience, and ethics requirements mandated by the CFP® Board.
Residing in New Jersey with her husband and daughter, Evelyn enjoys participating in events that support her local community, as well as traveling with her family.