Daniel Evans Jr., AAMS

I met my wife, Lisa, after graduating high school. We’ve been married since 2005, and we have four busy children – Siena, Charlotte, Lincoln and Leivi. After several years of experience in helping individuals, families and small businesses to build, preserve and maintain their wealth, I moved my family to an acreage in Madison County, Iowa, and my financial services to Winterset. We’ve been blessed to call Winterset home since 2013.

As an Accredited Asset Management Specialist, I established Evans Financial on the historic town square in Winterset in 2018. As an independent financial advisor, I enjoy providing my clients with customized service tailored to their needs and a fee structure that is simple and transparent. I am also able to establish responsive, personal relationships in a great community.

Outside of work, I enjoy fishing, cooking, golfing, and coaching my kids in various sports. I’m active in Winterset and Madison County, serving as vice-chair of the Madison County Chamber of Commerce and the Greater Madison County Community Foundation, as well as President of Grace Christian Academy.

To learn more about my professional history, please visit FINRA’s BrokerCheck.

Family of Daniel Evans Jr. Financial Advisor, Winterset, IA
Siena, Charlotte, Lincoln and Leivi
*Securities and investment advisory services offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF. SPF does not provide tax or legal advice.
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