Meet Our Team
John Evangelista | CERTIFIED FINANCIAL PLANNER™
President, CEO
Beginning in 1995, John honed his skills working for a leading global investment firm. With over two decades of experience specializing in retirement planning and wealth management, he is also a financial education instructor,...
Emily Haberkern | CERTIFIED FINANCIAL PLANNER™
Financial Advisor
Emily Haberkern began her career in the Financial Services industry in February of 2008. Over the years, she has honed her skills in developing financial plans with a focus on investment strategies, cash flow analysis, and retirement...
Nicole Loden | CERTIFIED FINANCIAL PLANNER™
Financial Advisor
Nicole Loden joined the Evangelista & Associates team in May of 2018. Nicole found she had an early interest in personal finance that continued to grow as her education in the field advanced. Now, as a Associate Financial
Allison Muether | CERTIFIED FINANCIAL PLANNER™
Financial Advisor
Allison Muether joined the Evangelista & Associates team in May, 2017. Over the years, she has mastered the art of financial planning and has found her passion in developing intricate retirement strategies.
Kevin Meyer
Associate Financial Advisor
Kevin Meyer joined the Evangelista & Associates team in December, 2022. He began his career in the Financial Services Industry almost three decades ago and has been excited to continue to hone his expertise in the world of...
Heath Heavy
Paraplanner
Heath Heavy joined Evangelista & Associates in February of 2022. At a young age, Heath became interested in financial markets which led to his interest in financial planning and personal finance. He is a BBA candidate in May of 2022...
Kris Evangelista
Chief Operating Officer
With over 30 years of Sales and Sales Operations experience, Kris Evangelista manages the operations of the firm in addition to providing strategic marketing strategies to the Financial Advisors. Kris’ extensive resumé...
Carrie Migda
Client Services Associate
Carrie Migda joined the Evangelista & Associates team in December, 2020. As an Administrative Assistant, Carrie supports both the Paraplanners as well as the Advisors. Her previous customer service experience and organizational skills...
John Evangelista, Jr.
Client Services Associate
John Evangelista, Jr. joined Evangelista & Associates as a high school intern in the Fall of 2020. From an early age, he was always interested in the family business. Now, as a rising sophomore at the University of Alabama, his passion...
Brendan Estes
Financial Planning Assistant
Riley Beemer
Client Services Associate
Riley Beemer joined the Evangelista & Associates team in July, 2022. She graduated from Indiana University-Bloomington in 2019 with a degree in Tourism, Hospitality, and Event management before returning to her roots in Ann Arbor...