Meet Our Team

Evan Wilson, CFP®

Evan Wilson, CFP®

  • CFP
  • Wealth Advisor
  • Partner

As a Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional, I am dedicated to helping clients meet their financial needs. Alongside my colleagues, I work with our clients to help build, manage, preserve, and transition their wealth. My mission is to help each of my clients plan for a financial future in a way that best meets his or her goals.

You deserve to be confident in your future. Whether you are planning your retirement, saving for educational needs, or looking to preserve your wealth, we have the tools and resources available to help you reach your financial goals through a holistic investment planning approach.

I have worked for Wells Fargo & Co. since 2006. I am honored to work for a firm that puts the customer first. I earned my degrees in Organizational Communications and Business Administration from Concordia College, and Masters in Business Administration from North Dakota State University.

Growing up on a farm near Clarkfield, MN I understand the commitment to hard work and community involvement. I have been very active with our local Chamber of Commerce, United Way, school, and church groups.

Away from work I enjoy spending time with my family, working on our family farm, and being outdoors. My wife Melissa and I live near Willmar with our two daughters, Ella and Harper.

I look forward to having the opportunity to work with you and your family. Together, we can discuss an individualized investment plan to help you reach your financial goals.


Resident State: MN
SD (Lic. # 40438910)