Facebook-f Linkedin-in

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

Independent Advisement Representative & 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.

Melanie Jones

Marketing and Client Relations Assistant

Melanie was born and raised in Austin, Texas, but has family roots in Southwest Virginia.  With a love for the mountains and their people, Melanie attended Emory and Henry College.  After a teaching career and living in several other states, a life-long dream was fulfilled when she moved to Marion in 2015. 

First a client, Melanie is excited to be a part of the Evans Financial Team to work alongside talented people and serve all of EFS’ amazing clients.

Capital Advisor Network is a registered investment advisor located in Indiana. Evans Financial Services and its representatives are in compliance with the current filing requirements imposed upon registered investment advisors by those jurisdictions in which Evans Financial Services maintains clients. Evans Financial Services may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Evans Financial Services’ web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment related information, publications, and links. Accordingly, the publication of Evans Financial Services’ web site on the Internet should not be construed by any consumer and/or prospective client as Evans Financial Services’ solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Evans Financial Services’ with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Evans Financial Services, please contact the SEC, FINRA or the state securities regulators for those states in which Evans Financial Services maintains a filing. A copy of Evans Financial Services’ current written disclosure statement discussing Evans Financial Services’ business operations, service, and fees is available from Evans Financial Services upon written request. Evans Financial Services does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Evans Financial Services’ web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended or undertaken by Evans Financial Services) made reference to directly or indirectly by Evans Financial Services in its web site, or indirectly by a link to an unaffiliated third party web site, will be profitable or equal the corresponding indicated performance level(s). Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio. Historical performance results for investment indices and/or categories generally do not reflect the deduction of transaction and/or custodial charges, the deductions of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results. Certain portions of Evans Financial Services’ web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Evans Financial Services’ (and those of other investment and non-investment professionals) positions and/or recommendations of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendations(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Evans Financial Services, or form any other investment professional. Evans Financial Services is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.

To the extent that any client or prospective client utilizes any economic calculator or similar device contained within or linked to Evans Financial Services’ web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Evans Financial Services, or from any other investment professional.