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.

Investment
Advisory Services offered through Center Street Advisors (CSA), a registered investment advisor. Securities offered through Center Street Securities, Inc.(CSS), a registered Broker-Dealer & member FINRA & SIPC.

Evans Financial Services , CSA, CSS are independent entities/companies. Insurance products and services are not offered through CAN but are offered and sold
through individually licensed and appointed agents.

Investment advisory services offered through Capital Advisor Network, LLC (CAN), an Indiana Registered Investment Advisor. Securities offered through Center Street Securities, Inc.(CSS), a registered Broker-Dealer & member FINRA & SIPC. Evans Financial Services , CAN, CSS are independent entities/companies. Insurance products and services are not offered through CAN but are offered and sold through individually licensed and appointed agents.

Please be advised that presently, Evans Financial Services holds Series 7 licenses in NH, SC, VA, and WA. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by Evans Financial Services before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through Center Street Securities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal.