David has 30 years of wealth and investment management experience including Bank of Oklahoma and PNC Financial. He started his own trust company, Heritage Trust Company, in 1992. After growing client assets to $325 million, Heritage...

Richard brings several years of business consulting and investment research experience to Evident Financial. Prior to joining Evident, he worked at the Gannon University SBDC and co-founded Qualstra, LLC, an...

Cherie has more than 25 years of accounting and tax experience including Schaffner, Knight, Minnaugh & Co. She started her own practice to provide services to smaller businesses that need individualized attention. Cherie...

Richard Hauser is an Associate Professor of Finance at Gannon University in Erie, Pennsylvania. He teaches undergraduate and MBA courses in Financial Management, Investments, and Security Analysis & Portfolio Management, and has...

Angela has more than 15 years' experience crafting clear and purposeful communications for ecommerce, banking, education, and nonprofit sectors. She specializes in bridging organizational goals with consumer needs...