Independent Investment Advice and Financial Planning
Team Biographies
Jeffrey W. Evans, CFP - Founder Partner
Jeff Evans is the Founder of Evans Capital Management, Inc. Jeff graduated from Gannon University, Erie, PA, in 1969, receiving a Bachelor of Arts Degree with a major in Marketing. In business since 1971, he is a CERTIFIED FINANCIAL PLANNER ™ practitioner (CFP®) and is involved in all planning aspects of the firm, but has been particularly prominent in the areas of insurance, business succession planning and charitable gifting. Jeff has written many articles for publication and has spoken at numerous industry gatherings. He is a frequent commentator on the financial markets and the economy, and has been quoted in magazines and newspapers such as INC. Magazine, Financial Planning and USA Today.
Email: jwevans@ecmnet.com
Licenses & Affiliations:
- Certified Financial Planner (CFP®).
- FINRA General Securities Principal (Series 24).
- FINRA Full Registration/General Securities Representative (Series 7).
- PA Uniform Securities Agent State Law Exam (Series 63).
- Insurance License with various states, including PA, OH, NY, FL and KS.
- Member:
- Financial Planning Association (FPA)
- National Association of Insurance and Financial Advisors (NAIFA)
- National Association of Philanthropic Planners (NAPP)
- Estate Planning Council of Erie
- Member:
Arthur A. Laneve, CPA, CFP - Partner
Art Laneve joined Evans Capital Management, Inc. in November 2002. He is heavily involved in all areas of comprehensive financial planning, including retirement projections, investment management, estate and income tax planning and insurance evaluations. Prior to joining ECM, Art spent 2 years as a registered representative with Lincoln Financial Advisors, concentrating on financial planning for high net worth individuals. From 1984 through 2000, he was the CFO for Team Dispatch, with experience in labor negotiations, employee benefit programs and risk management in addition to his duties in the financial area. Art graduated from Gannon University in 1973 with a Bachelor in Accounting and was employed by Root, Spitznas and Smiley CPAs in Erie as a manager in the income tax department. He passed his CPA exam in 1976, and obtained the CERTIFIED FINANCIAL PLANNER (CFP®) designation in 1994.
Email: aalaneve@ecmnet.com
Licenses & Affiliations:
- Certified Public Accountant (CPA).
- CERTIFIED FINANCIAL PLANNER (CFP®).
- Personal Financial Specialist (PFS).
- FINRA Full Registration/General Securities Representative (Series 7).
- FINRA General Securities Principal (Series 24).
- FINRA Introducing Broker Financial Operations Principal (Series 28).
- PA Uniform Securities Agent State Law Exam (Series 63).
- Insurance License with various states, including PA and AZ.
- Member:
- American Institute of CPAs
- Pennsylvania Institute of CPAs
- Estate Planning Council of Erie
- Member:
Steven T. Erhartic, CFA - Partner
Steve Erhartic joined Evans Capital Management, Inc. in December 2005. Steve conducts research on investment managers, mutual funds, equity and fixed income securities, and other assorted financial instruments. Steve also serves on the firm’s asset allocation committee, and assists in day-to-day management and reporting of client portfolios. Prior to joining Evans Capital Management, Steve worked for Legg Mason Wood Walker, where he was most recently employed as an Associate Analyst covering the software industry. Prior to that he was a Senior Mutual Fund Analyst and Portfolio Manager overseeing in excess of $400 million in discretionary assets. Steve also worked for T. Rowe Price Associates from 1997 – 2002. Steve graduated from Loyola College, Baltimore, MD, with a Bachelor in Business Administration in 1997. He is a CFA charter holder, having earned the right to use the Chartered Financial Analyst designation in 2003.
Email: sterhartic@ecmnet.com
Licenses & Affiliations:
- Chartered Financial Analyst (CFA).
- FINRA Investment Company Products/Variable Contracts Limited Representative (Series 6).
- FINRA Full Registration/General Securities Representative (Series 7).
- FINRA General Securities Principal (Series 24).
- Uniform Securities Agent State Law Exam (Series 63).
- Uniform Investment Advisor Law Exam (Series 65).
- Member:
- CFA Institute
- Cleveland CFA Society
- Estate Planning Council of Erie
- American Mensa
- Member:
Shannon L. Morton - Financial Planner
Shannon Morton joined Evans Capital Management, Inc. in March of 2004 as a financial planning and securities analyst intern assigned to the asset management division. Shannon graduated with honors from Mercyhurst College in 2005 with a Bachelor’s degree in finance. She was inducted in the Phi Eta Sigma honor society, as well as the Delta Mu Delta business honor society. She has completed the CFP® education program and is preparing to sit for the CERTIFIED FINANCIAL PLANNER examination. Shannon works extensively in the area of comprehensive financial planning and is actively involved in all aspects of the portfolio management process.
Email: slmorton@ecmnet.com
Licenses & Affiliations:
- FINRA Full Registration/General Securities Representative (Series 7).
- Uniform Combined Securities Agent-Invest. Advisor State Law Exam (Series 66).
- Insurance License with the state of PA.
- Member:
- Estate Planning Council of Erie
- Member:
Robert L. Schriefer, MBA, LUTCF – Insurance Specialist
Bob joined Evans Capital Management in 2003, bringing almost 20 years of financial services experience to our company. He specializes in insurance and investments. Bob obtained a Bachelor’s degree in Business Administration from Gannon University in 1974, where he also earned a Master’s degree in Business Administration in 1979.
Email: rlschriefer@ecmnet.com
Licenses & Affiliations:
- FINRA Full Registration/General Securities Representative (Series 7).
- Insurance License with various states.
- Member:
- Estate Planning Council of Erie
- Member:
Dennis J. Fortin, II - Associate
Dennis Fortin joined Evans Capital Management, Inc. in 2011. Dennis graduated from Central Bible College in 1997 with a Bachelor's degree in Theology and Global Missions. After serving as a staff pastor in the Midwest, namely in a youth minister capacity, he returned to the Erie area in 2004. He joined a local youth social services company, where he worked in various roles including case management and director. In 2009, Dennis' vocation shifted when he joined a national financial firm, where he focused on comprehensive financial planning. Dennis' work at Evans Capital Management focuses primarily on group retirement plans and individual retirement planning.
Email: djfortin@ecmnet.com
Licenses & Affiliations:
- FINRA Investment Company Products/Variable Contracts Limited Representative (Series 6).
- Uniform Securities Agent State Law Exam (Series 63).
- Insurance License with the state of PA and OH
Christine L. Goughnour – Operations Manager
Christine joined Evans Capital Management, Inc. in February of 1998 with 15 years of brokerage experience in client services and operations. In 2006 she passed the Limited Principal Exam qualifying her to supervise the sales of investment company securities and variable contracts. In addition to client relations and operations she assists the Chief Compliance Officer in regulatory and compliance activities.
Email: clgoughnour@ecmnet.com
Licenses & Affiliations:
- FINRA Investment Company Products/Variable Contracts Limited Representative (Series 6).
- FINRA Investment Company Products/Variable Contracts Limited Principal (Series 26).
- Uniform Securities Agent State Law Exam (Series 63).
