(503) 841-5840 [email protected]
Evan Connell

Evan Connell

Financial Advisor

P: 503-946-8612       |        F: 503-477-6174

evan.connell@thefinitygroup.com

 

Over his almost 20 year career in financial services, Evan has developed a practice that caters to the unique needs of business owners. He helps his clients on all facets of their business, from the start-up phase through the exit and transition planning, and always begins with a thorough discussion of both personal and business goals. With his clients’ objectives in mind he guides them through options and helps implement strategies designed to better reward, retain and attract key employees, whether that is through traditional retirement plans, executive bonus programs or other unique compensation plans. Additionally he helps identify and address risk that might otherwise compromise the owner’s business.

Evan started in the financial planning industry in 1995, but found that coming to Finity was a natural and easy decision. Evan enjoys the shared approach, comradery and team culture that the Finity advisors and staff subscribe to in all their efforts for their clients. In addition to serving his own clients Evan is also involved in the direction and ongoing development of our organization.

Evan’s father was a career officer in the US Army and he and his family lived in many places before arriving in Portland in spring of 1979. It was shortly thereafter he decided this was home. Evan graduated with a B.S. in Finance at the University of Oregon. In his free time, Evan spends time with his four children. He participates in many community and charitable activities, as well as, enjoys outdoor activities such as hiking, skiing and rafting. He also loves time in the kitchen and quality time with his parents and family that also live in Portland.

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