Evan Barnard, CFP®, EA has been educating private investors and business owners on the basic, yet vital, principles that must be present in any sound financial situation since 1991. Mr. Barnard began his career in the financial services industry as a consultant to owners of expanding small and medium sized businesses throughout the western United States and Canada, helping them regain financial control of their companies.
In a desire to develop long-term relationships with his clients, as well as spend more time with his family, he transitioned into a private financial planning practice with American Express Financial Advisors, Inc. In 1998, after becoming disillusioned with the traditional brokerage industry and wanting to expand the range of services he could provide his clients, Evan walked away from American Express and a team practice managing approximately $85 million and started over working as a financial coach to his clients. He has lectured at numerous schools and businesses on investing and tax strategies, is a past contributor to both industry and non-industry publications and has served as adjunct faculty in corporate finance at Indiana University. When he joined Paul Winkler, Inc. his firm had offices in Dayton, Ohio and Richmond, Indiana serving clients in California, Indiana, Ohio, Pennsylvania, Georgia, Florida and Montana.
Evan Barnard grew up in Texas and California. After graduating high school he enlisted in the Marine Corps infantry and then attended Texas A & M University on an NROTC scholarship. He received his BBA in Management and returned to the Marine Corps where he served six years as an infantry officer. He and his wife, Cindy, reside in Williamson County and they have twin sons (Justin and Jordan) and a daughter (Heather).
Daniel Hill, CFP® entered the financial services industry in 1998. He is a 1978 graduate of The College of William and Mary School of Business Administration and holds the professional designation of CERTIFIED FINANCIAL PLANNER™.
Dan has also been awarded the Accredited Investment Fiduciary® (AIF®) designation from Fiduciary360 (fi360). The AIF® designation signifies a thorough knowledge of the ability to apply practices that meet the fiduciary standard of care for investors.
Dan and his wife, Susan, have been married since 1980 and are the proud parents of two children, Derek and Brett.
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