Financial Advisor

Evan Goetz, CFP®

Evan has always placed a high value on building meaningful relationships, both personally and professionally. As a member of the advisor team, he has had the privilege of working alongside clients for some time now, developing trust and strong connections. He looks forward to continuing to grow those relationships and guiding clients toward their financial goals.

Outside of work, one of Evan's favorite things to do is spend time with his wife, Adaira. They love traveling, discovering new places, and trying local foods wherever they go — whether it's hiking through mountain ranges they've never seen before, visiting historic landmarks, or finding a nice restaurant in a new city.

Evan also finds fulfillment in music and fitness. Playing guitar allows him to take the songs he enjoys listening to and bring them to life, which is especially rewarding when mastering a challenging song or technique. Working out at the gym helps him maintain both physical health and mental clarity.

Education & Certifications

  • CERTIFIED FINANCIAL PLANNER® certification — 2025
  • Investment Advisor Representative — 2023
  • B.S. in Finance, Personal Financial Planning Concentration, Western Kentucky University, summa cum laude — 2023
  • Owensboro Catholic High School — 2020