Evan B. Crouse, CFP®

Evan Crouse serves as a Financial Planner, Client Consultant for Waverly Advisors.  As a Certified Financial Planner ^TM, he specializes in helping each client achieve financial independence by aligning their finances with their family’s unique values and most important priorities.

Evan’s previous experience includes his time in corporate finance with a Fortune 500 aerospace and defense company and his time as an officer in the U.S. Air Force.  He resides in Huntsville, AL with his wife and two daughters.

Education

• Master of Business Administration
  Indiana University, Bloomington, IN
• Master of Finance
  Indiana University, Bloomington, IN
•  Bachelor of Science in Finance
  University of Alabama in Huntsville, Huntsville, AL

Community Involvement

• The Enrichment Center, Finance Committee Member
• Rivertree Church, Involved in multiple ministries including praise & worship team
• Volunteer Coach in youth sports

Ask Me About

• How my previous experience as an officer in the U.S. Air Force prepared me for a career as a financial planner and advisor
• The three most overlooked financial areas by business owners and high-income professionals
• How to maximize your eventual exit from your company’s Employee Stock Ownership Plan (ESOP)
• How to transition confidently into retirement
• Why incorporating your family’s generosity into your financial plan can make great financial sense
• How I saved my wife from two very aggressive geese