Evan Goetz CFP®
I have always placed a high value on building meaningful relationships; both personally and professionally. As a member of the advisor team, I’ve had the privilege of working alongside clients for some time now, developing trust and strong connections. I look forward to continuing to grow relationships and guiding clients toward their financial goals.
Outside of work, one of my favorite things to do is spend time with my wife, Adaira. We love traveling, discovering new places, and trying local foods wherever we go. Whether it’s hiking through mountain ranges we’ve never seen before, visiting historic landmarks, or finding a nice restaurant in a new city.
I also find fulfillment in music and fitness. Playing guitar allows me to take the songs I enjoy listening to and bring them to life, which is especially rewarding when mastering a challenging song or technique. In addition, working out at the gym helps me maintain both physical health and mental clarity.
Educational Background & Certifications:
- CERTIFIED FINANCIAL PLANNER® certification (2025)
- Investment Advisor Representative certification (2023)
- Western Kentucky University, B.S. in Finance with a concentration in Personal Financial Planning, summa cum laude (2023)
- Owensboro Catholic High School (2020)