Evan leads the team’s New York City practice, while also working alongside Roy in South Florida. As Managing Director - Investments, Evan works closely with clients to provide customized wealth and retirement plans, options trading, investment management, alternative investment strategies, impact investing opportunities, executive and business owner advisement, and risk management analysis. Evan helps clients preserve and grow their assets, provides access to sophisticated borrowing capabilities, and creates multi-generational strategies. As a Chartered Retirement Planning CounselorSM (CRPC®), Evan focuses on asset management, beneficiary designations, income tax strategies, estate planning strategies, healthcare, and more.

As a Certified Exit Planning Advisor® (CEPA®), Evan helps educate and guides business owners of privately held businesses on exit planning. Exit planning is a process that educates the owner on all potential exit options available while at the same time addressing the business, personal and financial needs of the owner. 

Evan graduated as valedictorian while studying finance at the University of Central Florida and earned his master’s in finance from Vanderbilt University. After 10 years with Morgan Stanley, Evan brought his team to Wells Fargo Advisors where they continue to provide complex wealth planning and investment strategies for their high-net-worth clients. He splits his time between New York City, South Florida, and Breckenridge, Colorado.

With over four decades of experience, Roy has navigated his clients through financial cycles and market crashes such as Black Monday, the Dot-Com Bubble, the Housing Crisis of 2008, and most recently the COVID-19 crisis. Roy draws on more than 20 years of experience as a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and Certified Investment Management Analyst® (CIMA®) to build long-term value for his clients and their families. This October, he will celebrate his 45th year as a Financial Advisor. Roy is based out of South Florida and Breckenridge, Colorado with his wife and pup, Ellie.

With a background in both financial advising and wealth management analysis, Matthew brings extensive expertise in helping guide clients towards their financial goals. As a graduate of the University of Central Florida, he holds a strong foundation in finance and strategic planning.

Matthew is focused on high-touch service and customized solutions to clients across various stages of life. He brings a thoughtful, research-driven approach to planning and believes in building lasting relationships through trust and transparency.

Outside of the office, Matthew is passionate about health and fitness and enjoys traveling as well as spending time outdoors with his dog, Blu. His personal discipline and commitment to a balanced lifestyle are reflected in the way he serves clients.

Jennifer has over 30 years of experience in the financial services industry and has been a key member of The Savarick Group of Wells Fargo Advisors since 2007. She began her career in wealth management in 1991 and has since played a pivotal role in supporting client relationships, managing operations, and maintaining a high standard of service across the team’s practice.

With deep knowledge of industry operations and a client-first mindset, Jennifer helps to  ensure that every client interaction is seamless, responsive, and personalized. She is known for her reliability, attention to detail, and dedication to fostering long-term relationships built on trust.

Born and raised in South Florida, Jennifer values time with her family and especially enjoys being a mom to her two daughters.