Dave Evans CFP CRPS RICP

Experience

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  Independent Insurance Agents and Brokers of America

  Apr 1998 - Aug 2017

  SVP & Publisher, Executive Director Trusted Choice
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  401kSleuth LLC

  Aug 2017 - Sept 2021

  Co-founder & President

  Dave Evans CFP was co-founder of 401ksleuth, an independent financial education firm dedicated to helping companies lower their employees financial stress by improving their employees' financial literacy in a variety of ways:-Speaking at employee conferences or industry trade shows -Onsite presentations and webinars dealing with budgeting, consumer debt, student loans, saving for a house or education and other objectives and financial obligations-Customized financial literacy curriculum that allows employees to monitor their progress in building financial literacy and developing a plan to achieve their goals-Integration of employer tax-advantaged benefits - 401(k) plans, HSA/FSA/HRA, qualified transportation and other benefits-Targeted tax tips and insights on government programs that encourage savings, help first-time home buyers, use their veteran's benefits as well as adoption tax credits and a Special Needs Trust. Show less

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  Aartrijk

  Sept 2021 - now

  Executive Director - Industry Relations, Senior Analyst

  Introducing Aartrijk to industry stakeholders to guide their brand strategy, PR outreach and research (Channel Harvest): - Harnessing the collective industry knowledge, experience and research capabilities of the Aartrijk team to solve clients' needs.- Helping InsurTech and FinTech entrants navigate the omni-channel insurance distribution footprint- Developing new mission statements for evolving insurance firms - whether through M&A or organically - to define their new identity and craft their messaging both internally and externally Show less