Evan Grey is a Financial Advisor Associate at Ogorek Wealth Management LLC. He is responsible for all investment account administration duties such as processing new account paperwork, account transfers, check requests and changes of address. Evan also assists the advisors with data gathering, input and updating clients financial plans in addition to day-to-day client requests.
Evan is a recent graduate of Mercyhurst University where he earned a B.A. in Finance. He has completed all the course work for his CFP. He will be taking the exam for his CFP designation by the end of the year.