Evanson Asset Management, LLC

Laura Kelly is a CFP® and holds a Series 65 license with 18 years of industry experience. She has been with Evanson Asset Management, LLC since 2013. Evanson Asset Management serves individuals, families, trusts, endowments, qualified retirement plan sponsors, and business entities by providing discretionary investment management and written financial planning. The firm employs a strategic asset allocation approach using broadly diversified, low-cost, passively managed funds and selective fixed-income holdings, focusing on long-term goals with portfolios generally oriented toward buy-and-hold strategies.

Patrick Collins is a CFP® with eight years of industry experience, currently serving as an advisor at Evanson Asset Management, LLC since 2014. He is based in Carmel, CA, and holds a Series 65 license. Evanson Asset Management provides discretionary investment management and financial planning services to individuals, families, trusts, endowments, qualified retirement plan sponsors, and business entities. The firm manages over $5 billion in client assets, emphasizing strategic asset allocation, diversified low-cost passive funds, and a buy-and-hold investment approach.

Joann Donangelo is a financial advisor at Evanson Asset Management, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has been with Evanson Asset Management since 2014. Evanson Asset Management serves individuals, families, trusts, endowments, qualified retirement plan sponsors, and business entities with discretionary investment management and financial planning. The firm manages over $5 billion in client assets and employs a strategic, low-cost, passively managed investment approach with an emphasis on long-term goals and scenario-based financial planning.

David Sherwood Jr. is a Series 65-licensed financial advisor with Evanson Asset Management, LLC, where he has worked since 2006. He has 19 years of industry experience. Evanson Asset Management serves individuals, families, trusts, endowments, qualified retirement plan sponsors, and business entities with discretionary investment management and financial planning. The firm manages over $5 billion in client assets and employs a strategic asset allocation approach focused on broadly diversified, low-cost, passively managed funds and selective fixed-income holdings.