John Evangelista, CFP®
President, CEO
john@university-wealth.com
Chief Operating Officer
kris@university-wealth.com
Emily Haberkern, CFP®
Partner, Senior Financial Advisor
emily@university-wealth.com
Director of Client Services & Paraplanning
niki@university-wealth.com
Nicole Loden, CFP®
Lead Financial Advisor
nicole@university-wealth.com
Allison Ingles, CFP®
Financial Advisor
allison@university-wealth.com
Wyatt Smith, CFP®
wyatt@university-wealth.com
Jennie Behm, CRPC™
Associate Financial Advisor
jennie@university-wealth.com
Brendan Estes, CFP®
brendan@university-wealth.com
Joe Kanouno, CFP®
joe@university-wealth.com
Nathan Zolynsky, CFP®
nathan@university-wealth.com
Paraplanner
sam@university-wealth.com
johnjr@university-wealth.com
sabine@university-wealth.com
austin@university-wealth.com
gabe@university-wealth.com
eli@university-wealth.com
clay@university-wealth.com
Senior Client Services Associate
carrie@university-wealth.com
Client Services Associate
riley@university-wealth.com
michelle@university-wealth.com
stacy@university-wealth.com
2026 Summer Intern
tyler@university-wealth.com
luke@university-wealth.com
It's never too late to start. In this ebook, we outline effective financial strategies for every stage of the journey.
