Danny Evans, JD* MBA
Capital Strategist
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 (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.)
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*JD licensed not practicing
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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.
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Jared Pearson, CFS
Capital Strategist
Life's journey can present its financial complexities, often demanding time and energy you'd rather spend elsewhere. Since 2002, my focus has been on bringing clarity and purpose to your financial path. I work closely with you to develop well-thought-out solutions, and a tailored plan designed for your unique aspirations and long-term success. Leading the portfolio management segment of our business, I bring deep experience in navigating the financial landscape. I believe in understanding what truly matters to you, going beyond the surface to craft innovative strategies that align with your individual needs.
Outside of guiding clients, you'll find me enjoying the greens of Central Oregon or chasing powder at Mount Bachelor. I'm also a passionate supporter of the PortlandTimbers.
My background is available at (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.)
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Life's journey can present its financial complexities, often demanding time and energy you'd rather spend elsewhere. Since 2002, my focus has been on bringing clarity and purpose to your financial path.
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Lisa Lindgren
Admin Specialist
I serve as the Administration and Support Specialist at Strategy Cap LLC, where I support the advisory team and help keep daily operations organized and running smoothly. I enjoy providing responsive, thoughtful support to both our advisors and our clients, whether that means assisting with scheduling, documentation, or general administrative needs.
My background includes many years supporting business operations in roles that have included administration, bookkeeping, marketing, inventory management, and client service. I’ve also owned and operated a small business that focuses on creating a welcoming environment for people and taking time to listen and care for others, which strengthened my appreciation for building genuine relationships and providing thoughtful service.
I look forward to bringing that experience to my role at Strategy Cap and helping support both our advisors and the clients we serve.
Outside of work, I enjoy getting outdoors with my husband and our Australian Shepherd. You’ll often find us riding our e-bikes, camping, and spending time in nature, near water whenever we have the chance.
Contact me at:
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I serve as the Administration and Support Specialist at Strategy Cap LLC, where I support the advisory team and help keep daily operations organized and running smoothly.
...read more
