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Danny Evans, JD* MBA

My passion for providing exceptional client service and helping clientele navigate the complex world of comprehensive wealth management and personal finance can be traced back to my “pre-professional” days. While working with my father throughout my high school, college and graduate studies, it was engrained in me that the success of my father’s legal practice was defined by his clients’ successes. My father specialized in estate planning as well as real estate and business law, which provided me valuable exposure to these areas from an early age. Upon completion of graduate school, the core responsibility throughout my early career always centered on effective client service, placing my client’s needs first. This was the case whether I was serving as a retirement plan and investment consultant through an institutional trust division of a bank or providing legal services to corporate clients in the areas of retirement and benefits planning, fiduciary services and related tax law considerations.

For the past 16 years, I have focused on working with clients serving their needs in the areas of comprehensive wealth management and business consulting. My clients are professionals, closely held business owners as well as retirees or those nearing their retirement years. The heart of my practice entails empowering clients to make enhanced decisions based on collaborative insight. At this point of my career, I now understand that our success as business owners is defined by our clients’ prosperity, their peace of mind, and helping them create their desired legacy.

My family and I enjoy taking advantage of the glorious Central Oregon and Pacific NW outdoors! We are avid lovers of hiking, skiing, camping, mountain biking, canoeing, kayaking, music and travel. We also dedicate time and resources in support of various local community charities. I studied law and advanced business studies earning a joint J.D./MBA from S.U.N.Y. at Buffalo following completion of a Bachelor of Science degree in Economics at St. Bonaventure University.

My background is available at FINRA Broker Check

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Jared Pearson, CFS

Life is hectic and managing your wealth can be complicated, stressful and time-consuming. Jared’s goal is to simplify all of that. He works with you to build a purposeful plan that gives you the greatest opportunity to succeed with clear and well thought through solutions. He has been providing client financial guidance since 2003, leading the portfolio management segment of our business.
Jared excels at building deep relationships with clients. He has a knack for reading between the lines and believes that every client is unique thus the solutions must be innovative. There’s no such thing as a one size fits all. Expect Jared to bring creative ways of addressing challenging issues.
On the weekends, you can find Jared on the greens of golf courses around Central Oregon or shredding up the slopes of Mt. Bachelor. He has a passion for soccer and is a loyal fan of the Portland Timbers.

My background is available at FINRA Broker Check

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Amanda Wheeler, Registered Admin & Support Specialist

Amanda Wheeler is a Central Oregon native who brings a strategic yet personable approach to her career. After graduating from Mt. View High School Amanda attended the University of Oregon where she obtained a bachelor's degree in Journalism & Advertising. Upon graduation she headed south to California where she began a career in the financial services industry, becoming well versed in life & estate planning and helping people achieve their financial goals. After 13 years with Morgan Stanley Amanda fortunately made the decision to return to Bend and now brings her passion, service orientation and sharp attention to detail to the StrategyCap team. In addition to her career Amanda has a passion for animals and currently serves as Secretary on the Board of Directors for the Humane Society of Central Oregon where she is also an active shelter volunteer. She has also spent time in Utah volunteering at Best Friends Animal Sanctuary. You can find Amanda and her dog Willow out at one of the many dog parks enjoying the Central Oregon lifestyle.

My background is available at FINRA Broker Check

Registered Representative, Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, member FINRA/SIPC Investment Adviser Representative Advisory services offered through Cambridge Investment Research Advisors, Inc. a Registered investment Adviser. Cambridge and StrategyCap Inc are not affiliated. This communication is strictly intended for individuals residing in the states of AK, AZ CA, IN, KS, NY, OR, and WA. No offers may be made or accepted from any resident outside the specific states referenced. Check out our background on FINRA’s BrokerCheck at http://brokercheck.finra.org.