Our Team

The Evans Financial Story

Evans Financial was founded in 2008 to bring professional financial planning and investment management to families in southwest Virginia.  Coming from a legacy of providing insurance solutions, Evans Financial is in a unique position to help their clients both preserve and grow their assets.

Today, with Capital Management Group, Evans Financial is a leading provider of comprehensive private wealth management.  They thrive on elite service, ongoing education, and working in the best interests of their clients.

  • Billy Evans

    Financial Advisor

    Billy was born and raised on a farm in rural southwest Virginia and grew up working in his family’s beer and wine wholesale distribution business. Instead of joining the family business, Billy pursued his passion for investments and financial planning, starting with an insurance-only advisor in 2005, then launching Evans Financial in 2010. When not at the office, Billy enjoys working on the family farm and spending time with his wife, Jessi, and three children, Maggie, Will, and Blaine.

  • Beth Fleshman

    IAR & Office Manager

    Beth has been working with Billy since 2011. She lives in Sugar Grove, Virginia on her family farm and enjoys the outdoors and spending time with friends and family.

  • Bradley Garst

    Marketing Director

    Bradley is working with us to expand our service area and improve our marketing strategies. Bradley is a full time fire fighter in Roanoke Virginia and lives in Rural Retreat VA. He is a great handyman and keeps our office running mechanically and technically. Bradley enjoys camping and spending time with his wife and 2 girls.

  • Kristina Atkins

    Executive Assistant

    Kristina joins us from the banking industry where she worked for 6 years. Her smile and desire to always put the client first is an asset to our office. She has a passion for finance and people which is a great combination for a successful financial office. Kristina loves to spend time outside on her farm and with her husband and two children.

  • Leon Russell

    Medicare Supplement Specialist

    Leon is retired but still enjoys working with people and helping them understand and transition into the Medicare world. He also keeps our office grounded with his words of experience and knowledge. Leon enjoys spending time with his family and you can usually find him playing billiards at any nearby billiards club. He belongs to a team in Bristol and the team is known for winning many tournaments throughout the year.