Established in 2003, our firm specializes in working with University Faculty and Staff to create and manage wealth. We also work with families outside the University environment via referral. Having the ability to directly assist in managing our client’s University retirement investments sets us apart from other firms.

With our Breadth of Services, we work with our clients to help establish goals, objectives and risk tolerance in order to effectively evaluate their financial position. Developing tactical as well as strategic alternatives helps us work with our clients to plan for the growth, distribution and multi-generational preservation of assets.

We are located just off I-94 for your convenience on the corner of State Street and Eisenhower Parkway in Ann Arbor, Michigan.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Capital Asset Advisory Services, LLC. dba CG Advisory Services, a registered investment advisor. Capital Asset Advisory Services, LLC., CG Advisory Services, and Evangelista & Associates are separate entities from LPL Financial.

Evangelista & Associates

Kristin Evangelista

This department provides financial advisory services and guidance to clients, helping them manage their investments and financial planning.

Financial Services

This department focuses on creating and managing comprehensive financial plans for clients.

Financial Planning

This department is responsible for managing client relationships and ensuring high levels of customer satisfaction.

Evangelista & Associates

Org chart

Teams

Financial Services

Financial Planning

Client Services

Offices

Evangelista & Associates

Org chart

Teams

Financial Services

Financial Planning

Client Services

Offices

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