Advisors at this firm
Cheryl H
CFP®, Series 65
Bellevue, WA
Evans Capital Management Associates
Cheryl Hansford is a CFP® and holds a Series 65 license, working with Evans Capital Management Associates since 2020. She has five years of industry experience and previously held roles in hospitality and travel companies including Kimpton Hotels & Restaurants and TCS World Travel. Outside of her advisory work, she is involved with Inglemoor Cooperative Preschool and operates as a self-employed notary. Evans Capital Management Associates serves individuals, pension plans, trusts, charitable organizations, and business entities, offering portfolio management, financial planning, and family office services. The firm combines fundamental and technical analysis with a range of investment strategies and provides ongoing account monitoring and tailored advice.
Brian L
CFP®, Series 63, Series 65
Bellevue, WA
Evans Capital Management Associates
Brian Leach is a CFP® with 24 years of industry experience, currently serving at Evans Capital Management Associates since 1993. He previously worked at Purshe Kaplan Sterling Investments for nine years. Outside of advisory work, he is a notary and serves as co-trustee for a revocable living trust. Evans Capital Management Associates provides investment and advisory services to individuals, pension and profit-sharing plans, trusts and estates, charitable organizations, and business entities. The firm combines fundamental and technical analysis in tailored strategies ranging from long-term investments to tactical rebalancing, and offers family-office style services including estate planning and trustee oversight.
Dallas E
CFP®, ChFC®, Series 63, Series 65
Bellevue, WA
Evans Capital Management Associates
Dallas Evans is a CFP® and ChFC® with 41 years of industry experience. He is a principal at Evans Capital Management Associates and previously worked at Purshe Kaplan Sterling Investments for nine years. Outside of advisory work, he serves as a trustee for a private trust and is an elected board member of his homeowners' association. Evans Capital Management Associates provides investment and advisory services to individuals, pension plans, trusts, charitable organizations, and business entities. The firm offers tailored investment strategies using fundamental and technical analysis, with services ranging from portfolio management to family office and wealth planning.