Danny Evans, JD*, MBA. Danny specializes in comprehensive wealth management as well as business consulting for high net worth individuals and owners of closely held businesses. Danny’s thorough approach to planning starts with understanding his clients, their concerns, interests, and their goals. He then focuses his attention on collaborating with the client and other members of the advisor team to deliver guidance consistent with the client’s goals and seeing their plans through to completion. Danny and his family enjoy taking advantage of the glorious Central Oregon and Pacific NW outdoors! They are avid lovers of hiking, skiing, camping, mountain biking, canoeing, kayaking and travel. They also dedicate time and resources in support of various local community charities. *licensed, not participating
Jared Pearson, CFS. Life is hectic and managing your wealth can be complicated, stressful and time-consuming. Jared’s goal is to simplify all of that. He works with you to build a purposeful plan that gives you the greatest opportunity to succeed with clear and well thought through solutions. He has been providing client financial guidance since 2003, leading the portfolio management segment of our business.
Jared excels at building deep relationships with clients. He has a knack for reading between the lines and believes that every client is unique thus the solutions must be innovative. There’s no such thing as a one size fits all. Expect Jared to bring creative ways of addressing challenging issues.
On the weekends, you can find Jared on the greens of golf courses around Central Oregon or shredding up the slopes of Mt. Bachelor. He has a passion for soccer and is a loyal fan of the Portland Timbers.
Jared excels at building deep relationships with clients. He has a knack for reading between the lines and believes that every client is unique thus the solutions must be innovative. There’s no such thing as a one size fits all. Expect Jared to bring creative ways of addressing challenging issues.
On the weekends, you can find Jared on the greens of golf courses around Central Oregon or shredding up the slopes of Mt. Bachelor. He has a passion for soccer and is a loyal fan of the Portland Timbers.
Crystal Toney. Administrative and Support Specialist, new to StrategyCap Inc., as of January 2015. We are excited to have Crystal on the team. She has a Bachelor of Science in Accounting from Eastern Oregon University, in La Grande, Oregon. In her work career she has performed all aspects of the accounting cycle with emphasis in accounts payable management and has been the accountant for an historic non-profit, The Shaniko Preservation Guild, since 2005. Her expertise adds helpful detailed perspective to StrategyCap Inc.
Crystal and her family enjoy outdoor recreation and volunteer for or attend a variety of events here in Central Oregon.
Crystal and her family enjoy outdoor recreation and volunteer for or attend a variety of events here in Central Oregon.
Registered Representative, Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, member FINRA/SIPC Investment Adviser Representative Advisory services offered through Cambridge Investment Research Advisors, Inc. a Registered investment Adviser. Cambridge and StrategyCap Inc are not affiliated.
This communication is strictly intended for individuals residing in the states of AK, AZ CA, IN, KS, NY, OR, and WA. No offers may be made or accepted from any resident outside the specific states referenced. Check out our background on FINRA’s BrokerCheck at http://brokercheck.finra.org.
This communication is strictly intended for individuals residing in the states of AK, AZ CA, IN, KS, NY, OR, and WA. No offers may be made or accepted from any resident outside the specific states referenced. Check out our background on FINRA’s BrokerCheck at http://brokercheck.finra.org.