Daniel Evans

Managing Director
866-868-1492

As a Financial Advisor, I’m passionate about helping my clients plan better, dream bigger, and achieve more — all while staying fully aligned with their Faith and values. My focus is on empowering individuals and families to confidently navigate their financial future. 

Before starting my career in financial services, I served as a Naval Officer. One of my most rewarding experiences in the Navy was serving as the Navigator aboard my second ship. I was entrusted with safety of navigation for our crew, responsible for charting our course and ensuring we stayed on track. Reporting directly to the Captain, I had an important advisory role, but our Captain contributed the most vital piece of the puzzle — communicating our mission.

In many ways, I view my role as a Financial Advisor the same way. I help my clients navigate the twists and turns of their financial plan, offering guidance and expertise along the way, while enabling them to remain at the helm as the Captain.

If you’re ready to take control of your financial future and set a course toward lasting success, let’s connect. I’d love to show you how I can help you achieve your goals and make a positive impact on your financial journey. 

**Daniel Evans is an Investment Advisor Representative of/and investment advisory services solely by EFA Financial Advisors. One National Life Dr., Montpelier, VT 05604, 800-344-7437.