Evert’s notable background includes over 20 years working with entrepreneurs as a Bilingual SBDC advisor and more than 25 years as a licensed Financial Planner and Health/Life Insurance broker.
His expertise includes working with start-ups and established entities with business and financial planning, funding preparation, employee benefits and general operations. Additionally, he has regulatory knowledge of municipal zoning and permitting ordinances, obtained in his role as a city Planning Commissioner for the last 14 years.
Evert’s clients have come to know him as a “First Responder for Economic Injury” by passionately guiding a variety of businesses affected by the economic turmoil of fires, floods and the Pandemic with the challenges of disaster relief resources.
In addition to individual advising, Evert has created, taught and facilitated a number of business classes and workshops. Believing in the importance of community involvement, he frequently serves as a volunteer on numerous, committees, boards and fundraising events, helping those in need on a local, national and international level.
Expertise: Customer Service Finance Financial Planning & Analysis - Long & Short Term Marketing Sales
I also speak: Spanish