Evan Serwinski, CFP®

WEALTH SPECIALIST

A lifelong learner, Evan embraces the new and the unknown. Shortly after college Evan left the familiar environs of Wheaton for Denver, Colorado. In four years, Evan gained a wealth of knowledge working for Charles Schwab where he picked up invaluable experience in equity trading, fixed income resolution, 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 look forward to working at a smaller firm that offers personalized care to their clients, and parlaying my skills into becoming an advisor myself,” says Evan.

Evan earned a BS 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, IL.

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.