Clark Evans, CLTC®

Many years ago I sat down with my father and my grandpa for a conversation about investing and 'getting started on my own.'  The seeds planted in that conversation grew over many years and, along with their help, I experienced successes and some blunders, but an invaluable education.  Fast forward to present and one of my greatest joys is leveraging their timeless wisdom helping others live their best financial lives.

The majority of clients I attract are contemplating retirement or changing careers and seeking an unbiased and transparent review of their current arrangements. Many of these clients realize they don't fully understand what they own, why it was selected for them, what sorts of fees they may be paying, or if their portfolios' risk matches their comfort level.   Working together we take a holistic view of their lives and identify the areas we can optimize within their portfolios, make informed choices around decisions like tax consequences and long term care needs, and how we will ultimately plan for their golden years and legacy.

Before joining Highline, I served as the Vice President of Wealth Management at Hall Private Wealth Advisors in Solana Beach, CA for 7 years.  Prior to that I enjoyed a career in the wine industry working in sales and marketing for a Napa Valley winery based in St. Helena specializing in estate and single vineyard wines. I have a Certification in Long-term Care (CLTC®) and prioritize considering clients long-term care needs as part of their financial strategy.

Outside of work you can find me skiing, rock climbing, enjoying wine, and being in the great outdoors.