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Education

GROVE CITY COLLEGE
B.A. Economics

CASE WESTERN RESERVE UNIVERSITY
M.B.A.

POST-GRADUATE EDUCATION
Pace University
University of Hartford
Graduate taxation programs

President & Co-founder

Dave Evans, CFP CRPC RICP AIFA CSLC

Dave is a frequent author and speaker in the areas of employee benefits, retirement planning and financial literacy. Prior to co-founding 401kSleuth LLC, Dave was the CEO and Chief Compliance Officer (CCO) of a national trade association 401(k) Multiple Employer Plan (MEP). As SVP, his other duties included overseeing their national consumer brand, company relations, magazine publisher and member development programs including education and research. Dave started his career with a national employee benefits consulting firm in NYC before co-founding his own firm in upstate NY. He has authored over 150 articles and is co-author of The Practical Agency Planner and has testified before a Congressional Committee overseeing 401(k) Plan legislation following Enron’s collapse. Dave is regularly quoted and featured in broadcast and print media outlets including CNN, CNBC, the Wall Street Journal, USA Today and the Washington Post and has been a guest lecturer at the Washington & Lee University School of Law in the area of employee benefits.

Dave's interests include girls lacrosse having coached three regional high school champions and doing college broadcasts. He is a volunteer coach with Future 5 which helps motivated low-income high school students in Stamford connect to their full potential leading to financial independence and productive citizenship.

Designations

Accredited Investment Fiduciary (AIF)®
Accredited Investment Fiduciary Analyst (AIFA)®
Accredited Asset Manager Specialist (AAMS)®
Accredited Wealth Management Advisor (AWMA)®
Certified Credit Counselor (CCC)®  
Certified Financial Planner (CFP)®  
Certified Student Loan Counselor (CSLC)®                
Chartered Mutual Fund Counselor (CMFC)®   
Chartered Retirement Planning Counselor (CRPC)®
Chartered Retirement Plan Specialist (CRPS)® 
Retirement Income Certified Professional (RICP)®                         

 


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Co-founder

Terry Evans

Terry brings a wealth of experience from across the sales, advertising and career services fields. Her prior experience includes computer training sales, magazine advertising sales (B-B) and law school Career Services where she coordinated on- and off-campus interview programs along with employer development. She oversees the firm's marketing efforts, social media and digital properties.

Terry’s interests include classic movies (especially silent movies and film noir), knitting and tennis. 

Education

SYRACUSE UNIVERSITY
B.S.

SYRACUSE UNIVERSITY
M.S.