Evan Thompson
Financial Analyst
Evan serves as a Financial Analyst at Orgel Wealth Management and assists our clients with investment strategy development, investment portfolio analysis, portfolio management, and comprehensive financial, estate, and insurance planning. Evan also assists with serving the firm’s foundation and non-profit organization clients through assistance with customized reporting and investment policy statement review and monitoring.
Evan earned his Bachelor of Business Administration in finance from the University of Wisconsin – Eau Claire.