Evan’s mission is to work alongside his clients to help achieve and protect their financial goals. He has a passion for helping individuals, families and small business owners simplify the complexities of financial services.
-Retirement Planning & Investments
-Disability Income Insurance
-Long Term Care Insurance
-Tax Favored Strategies*
-Business Insurance Planning
-Kent State University
Bachelor of Business Management
-The American College
Chartered Life Underwriter (CLU)
Chartered Financial Consultant (ChFC)
-FINRA Licensing, Series 6
-FINRA Licensing, Series 63
Civic and Charitable Affiliations
-Habitat for Humanity
Evan, his wife Caitlin and their son Graham reside in Mason, Ohio.
Evan loves spending time with his family & friends and attempting to stay in shape by playing a variety of sports. He also enjoys being actively involved in United Way, Habitat for Humanity and Tender Mercies.
Registered Representative of The O.N. Equity Sales Company, Member FINRA/SIPC One Financial Way Cincinnati, OH 45242 (513) 794-6794. Licensed to offer life insurance, disability insurance, health insurance in OH, IN, KY, PA & CA. Registered Representative licensed to sell securities in OH, IN & KY.
* Tax and/or legal advice is not offered by Evan Smith. (consult your tax professional for additional guidance regarding tax-related matters.)
** Estate planning services provided in conjunction with your licensed legal advisor.