one goal - do great work for great people


How I serve you

I find that there are two realities in the world of wealth management planning that can alter a client’s world. The first is that concentrated wealth makes people wealthy, but diversified wealth keeps them wealthy. And the second is that typically wealth is generated by the first generation and is lost by the next two. My job is to help you create and keep your wealth.

My areas of focus include:

  • Contemporary strategies for clients in sports, music, and entertainment
  • Modern-day insights for endowments & foundations.
  • Concentrated stock planning
  • Protecting a windfall for long term success
  • Multi-generational estate planning
  • Socially responsible investing including environmental, social and governance (ESG)

Every client goes through the process of constructing a customized financial plan based on their unique goals and objectives. Each plan is dynamic in nature and built to be flexible with life's changes. Your world moves fast - so should your financial plan. 


Latest Insights

Lindsay Strickland and Tylar Lunke

Audio commentary: The season is changing, what’s changing with the equity market?

Sep 22, 2023

Lindsay and Tylar discuss the changing dynamics of the equity market, the recession outlook, what’s behind the rally in growth stocks, and more.

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Federal Reserve

Is an economic soft landing on the schedule?

Sep 22, 2023

Fed projections suggest rates have neared cruising altitude. However, turbulence remains. We explain what the Fed’s actions may mean for investors.

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Cover image from the Wealth Insights Guide

Create your retirement paycheck

Sep 22, 2023

You deserve the confidence associated with a personalized retirement income plan. Don’t know where to start? We can help guide you.

Read more

Evan E. Malone

Financial Advisor

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Global Insight Monthly

Global Insight 2023 Midyear Outlook pdf coverThe income is back in fixed income

Sharply rising interest rates in recent years have boosted bond yields, shifting the investment calculus for portfolios that combine equity and fixed income holdings. With yields approaching or exceeding the return targets in many wealth plans, we think fixed income should play a bigger role in balanced portfolios.

Read GI Monthly »

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