portrait of Evan L Esselman

About Evan

As someone who grew up with two successful entrepreneurial grandfathers, I saw firsthand the unique challenges and mentality it takes to run and then retire from a business. This experience led me to focus my practice on providing financial solutions to business owners and high net worth families in the DFW and Ellis county area.

I work with your team of CPAs, estate and business attorneys to simplify your complex financial life. Successful business owners include us on their team of professionals to help develop and implement comprehensive financial strategies around:
1. Wealth Preservation
2. Tax Mitigation
3. Investment Strategies
4. Estate Considerations
5. Asset...

Focus Areas

  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Charitable Giving

Work History

  • Edward JonesMay 2006 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Dallas Baptist UniversityBachelor of Science

Personal Interests

  • Spending Time with Family
  • Personal Fitness
  • Soccer
  • Landscape Design
  • Traveling

Team Members

  • Matthew West
    Associate Financial Advisor
  • Emily Hamilton
    Sr. Branch Office Administrator
  • Shannon Kennedy
    Sr. Branch Office Administrator

Send Me a Message

* Required field
How can we support you?
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

For information about how Edward Jones uses and protects your data, visit our Privacy and Security page:

https://www.edwardjones.com/us-en/privacy 

Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More