Paul Winkler, Inc is a Brand Ambassador for Matson Money. Brand Ambassadors are promoters who are current clients of or investors with Matson Money. A material conflict of interest exists due to the Brand Ambassador's relationship with Matson Money in which the Brand Ambassador receives an annual fee based on the assets under management of the Brand Ambassador's clients. To the extent this testimonial results in you establishing, or increasing the assets under management in, your account with Matson Money, the Brand Ambassador's compensation would increase. Additionally, while Matson Money has not compensated the Brand Ambassador for this testimonial Matson Money's inclusion of the Brand Ambassador in these (and similar) materials can increase brand awareness for, or enhance the reputation of, the Brand Ambassador. Please refer to the additional disclosures at the bottom of this page for further information.
Evan Barnard, CFP®, EA has been educating private investors and business owners on the basic financial investing principles since 1991. Mr. Barnard began his career in the financial services industry as a consultant to owners of expanding small and medium sized businesses throughout the western United States and Canada, helping them regain financial control of their companies.
In a desire to develop long-term relationships with his clients, as well as spend more time with his family, he transitioned into a private financial planning practice with American Express Financial Advisors, Inc. In 1998, after becoming disillusioned with the brokerage industry, and wanting to expand the range of services he could provide his clients, Evan walked away from American Express and a team practice managing approximately $85 million and started over working as a financial coach to his clients. He has lectured at numerous schools and businesses on investing and tax strategies, is a past contributor to both industry and non-industry publications and has served as adjunct faculty in corporate finance at Indiana University. When he joined Paul Winkler, Inc. his firm had offices in Dayton, Ohio and Richmond, Indiana serving clients in California, Indiana, Ohio, Pennsylvania, Georgia, Florida and Montana.
Evan Barnard grew up in Texas and California. After graduating high school, he enlisted in the Marine Corps infantry and then attended Texas A & M University on an NROTC scholarship. He received his BBA in Management and returned to the Marine Corps where he served six years as an infantry officer. He and his wife, Cindy, reside in Williamson County and they have twin sons (Justin and Jordan) and a daughter (Heather).