Evan Serwinski, CFP^®

A lifelong learner, Evan embraces the new and the unknown. Shortly after college, Evan left the familiar environs of Wheaton for Denver, Colorado. There he gained a wealth of knowledge working for Charles Schwab where he picked up invaluable experience in equity trading, fixed income trading, risk management, and problem solving for financial advisors.

Evan brings his skill set to his role as Wealth Specialist on the Wealth Management Team of HT|TC Wealth Partners. “I enjoy working at a smaller firm that offers personalized care to their clients,” says Evan.

Evan earned a Bachelor of Science at Northern Illinois University and is a CERTIFIED FINANCIAL PLANNER^® professional. Prior to working at Schwab, Evan was a personal banking officer at Schaumburg Bank and Trust in Bloomingdale, Illinois.

Evan is an avid weightlifter and loves basketball and hiking. He lives with his wife and daughter in Wheaton, and they look forward to traveling the world.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP^® certification mark, the CERTIFIED FINANCIAL PLANNER^® certification mark, and the CFP^® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.