Evan Goetz

I have always valued my relationships with my family and friends. As part of the advisor team, I look forward to developing trust and building new relationships with our clients. 

I enjoy traveling and gaining new experiences. Hiking through mountain ranges that I have never seen before is one of my favorite things to do while traveling. I also love visiting the landmarks and local restaurants in new cities. 

In my free time I enjoy playing guitar. Being able to play the songs that I listen to is very rewarding. I feel the most accomplished after putting in the hard work that is necessary to learn a challenging song or new technique. I also spend time working out in the gym. Being in the gym helps me maintain physical and mental wellbeing. 

My educational background includes:

• Investment Advisor Representative Certification (2023) 
• Western Kentucky University, Bachelor of Science in Finance with a Personal Financial Planning Concentration, summa cum laude (2023)
• Owensboro Catholic High School (2020)

During my time at WKU, I worked as a financial coach for students through the finance department. I helped students gain control of their personal finances through budget planning. I was also President of WKU’s Financial Planning Association chapter. I held two internships at financial planning firms where I was able to gain knowledge and experience working under financial advisors.