I bring over 16 years of experience to my position as a financial planner. My goal here is to make a positive impact on clients by offering advice on all aspects of their financial picture.
My passion for financial planning started at a pretty young age. In high school, I would attend my mom’s meetings with her advisor. I enjoyed learning about the stock market and hearing the advice he gave my parents on their wealth. I knew fairly quickly that I wanted to be in a position someday that allowed me to work closely with clients as they make informed decisions about managing their wealth.
I went on to earn my BBA in Finance and Entrepreneurship from the University of Oklahoma. During my time in college, I took a course on Value investing that really allowed me to explore the research and analysis side of investment performance. This is what solidified my passion for the markets.
Every client I work with has their own unique background and story to tell. I make it my job to uncover what matters most to them and give them confidence in knowing they’re making good financial decisions. This is done through comprehensive planning, thoughtful advice, and clear communication.
I currently live in Dallas with my wife, Ashley, our two daughters Millie and Maddie, and our Rhodesian Ridgeback, Remington. I enjoy staying active in my free time by prioritizing fitness. When I find time to relax, I enjoy reading, playing golf, trying new restaurants, listening to live music, and traveling.
Evan Mayse is a registered representative of and offers securities and investment advisory services through MML Investor Services, LLC. Member SIPC (www.sipc.org). Ivy Wealth is not a subsidiary or affiliate of MML Investor Services, LLC, or its affiliated companies. OSJ 14241 Dallas Parkway, Suite 1200, Dallas, TX 75254 (972) 348-6300
CA Insurance License No. 4418572
CRN202902-10573527