Danny Evans, JD* MBA
CCO, Capital Strategist, Business Insight and Professional Services
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.
...read more
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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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.
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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.
...read more
