Danny Evans, JD* MBA
My passion for providing exceptional client service and helping clientele navigate the complex world of comprehensive wealth management and personal finance can be traced back to my “pre-professional” days. While working with my father throughout my high school, college and graduate studies, it was engrained in me that the success of my father’s legal practice was defined by his clients’ successes. My father specialized in estate planning as well as real estate and business law, which provided me valuable exposure to these areas from an early age. Upon completion of graduate school, the core responsibility throughout my early career always centered on effective client service, placing my client’s needs first. This was the case whether I was serving as a retirement plan and investment consultant through an institutional trust division of a bank or providing legal services to corporate clients in the areas of retirement and benefits planning, fiduciary services and related tax law considerations.
Shortly after settling in Central Oregon, I focused on working with clients serving their needs in the areas of compre-hensive wealth management and related business consulting. My clients are professionals, closely held business owners as well as retirees or those nearing their retirement years. The heart of my practice entails empowering clients to make enhanced decisions based on collaborative insight. I understand that our success as business owners is defined by our clients’ prosperity, their peace of mind, and helping them create their desired legacy.
On the personal front my family and I enjoy taking advantage of the glorious Central Oregon and Pacific NW outdoors! We are avid lovers of hiking, skiing, camping, mountain biking, canoeing, kayaking, music and travel. We also dedicate time and resources in support of various local community charities. I studied law and advanced business studies earning a joint J.D./MBA from S.U.N.Y. at Buffalo following completion of a Bachelor of Science degree in Economics at St. Bonaventure University.
My background is available at SEC Investment Adviser Disclosure (Strategy Cap provides links for your convenience to websites produced by other providers of industry related material. Accessing websites through links directs you away from our website. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.)
Contact me at: danny@strategycapllc.com
*JD licensed not practicing
Jared Pearson, CFS
Life is hectic and managing your wealth can be complicated, stressful and time-consuming. My goal is to simplify all of that. I work with you to build a purposeful plan that gives you the greatest opportunity to succeed with clear and well thought through solutions. I have been providing client financial guidance since 2002, leading the portfolio management segment of our business.
I excel at building deep relationships with clients and have a knack for reading between the lines and believe that every client is unique; thus the solutions must be innovative. There’s no such thing as one size fits all. I bring creative ways of addressing challenging issues.
On the weekends, you can find me on the greens of golf courses around Central Oregon or shredding up the slopes of Mt. Bachelor. I have a passion for soccer and am a loyal fan of the Portland Timbers.
My background is available at SEC Investment Adviser Disclosure (Strategy Cap provides links for your convenience to websites produced by other providers of industry related material. Accessing websites through links directs you away from our website. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.)
Contact me at: Jared@strategycapllc.com
Cynthia Crossman, Admin Specialist
Over the years I have held administrative and executive assistant positions at various companies, large and small. I am happy to bring this experience to my job at Strategy Cap. Danny and Jared are very knowledgeable and dedicated to helping clients achieve their financial goals, and it’s a pleasure to be part of their team.
In addition to my work with Danny and Jared, I also help people with a wide variety of life challenges using hypnotherapy. Seeing and sharing in the changes people are able to make through this process is an inspiration and passion of mine.
After visiting Bend several times, I finally was able to escape the rat race of the big city and move here. The Deschutes River and its basalt rock formations captured my heart the first time I saw it. With the surrounding lakes, forests and trails, you can’t ask for a more beautiful area in which to spend time outdoors. Outside of work you’ll find me hiking, often with my rescue dog Cody. When my days are filled with nature, music, yoga and friends, I’m a happy, fulfilled person.
Contact me at: cynthia@strategycapllc.com
Strategy Cap LLC (ABN Strategy Cap) is a Registered Investment Adviser registered in the States of Oregon (our home state), Washington, and Texas. The Adviser and its representatives may only offer or transact advisory services / advisory business in states where it is appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.
Fixed insurance products and services are offered by Daniel Evans through DJE Financial Inc. and by Jared Pearson through JP Financial Inc. DJE Financial Inc., JP Financial Inc. and Strategy Cap are all separate entities.
This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. A client service agreement is required for Strategy Cap LLC and/or its representatives to provide advice.
