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Cheryl H
CFP®, Series 65
Bellevue, WA
Evans Capital Management Associates
Cheryl Hansford is a financial advisor at Evans Capital Management Associates in Bellevue, WA, holding CFP® and Series 65 credentials with five years of industry experience. Prior to joining Evans Capital in 2020, she worked in hospitality and travel sectors, including Kimpton Hotels & Restaurants and TCS World Travel. Outside of advising, she is a self-employed notary and is involved with the Inglemoor Cooperative Preschool. Evans Capital Management Associates provides investment advisory and planning services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm offers tailored portfolio management and financial planning using a combination of fundamental and technical analysis, with an emphasis on non-discretionary asset management.
Brian L
CFP®, Series 63, Series 65
Bellevue, WA
Evans Capital Management Associates
Brian Leach is a CERTIFIED FINANCIAL PLANNER™ professional with 24 years of experience in the industry. He has been with Evans Capital Management Associates since 1993 and previously worked at Purshe Kaplan Sterling Investments for nine years. Outside of his advisory role, Leach serves as a notary and acts as co-trustee for a revocable living trust. Evans Capital Management Associates provides investment advisory and planning services to individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm offers customized portfolio management, financial planning, and family office services, employing both discretionary and non-discretionary approaches with ongoing monitoring based on clients’ objectives and risk tolerance.
Justin E
Series 65
Bellevue, WA
Evans Capital Management Associates
Justin Evans is a financial advisor at Evans Capital Management Associates in Bellevue, WA, holding a Series 65 designation. He has one year of industry experience and previously worked at Mahaffey Enterprises, Inc., Pahlisch Homes, McKinstry, Wood, PLC, Apollo Mechanical, and Chicago Bridge & Iron. Evans Capital Management Associates provides investment advisory and planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm customizes advice and asset allocation based on client objectives and risk tolerance, managing assets through both discretionary and largely non-discretionary programs.
Dallas E
CFP®, ChFC®, Series 63, Series 65
Bellevue, WA
Evans Capital Management Associates
Dallas Evans is a CFP® and ChFC® with 41 years of industry experience. He is a partner at Evans Capital Management Associates and previously worked at Purshe Kaplan Sterling Investments for nine years. Outside of his advisory role, he serves as a board member for the Brava Homeowners' Association and acts as a trustee for a private trust. Evans Capital Management Associates provides investment advisory and planning services to individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized portfolio management, financial planning, and pension consulting, with a focus on tailoring advice and asset allocation to each client’s objectives and risk tolerance.
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