Client Services Associate
Moren joined Evans in 2016, bringing over 11 years of financial service experience. Moren works closely with the portfolio managers to ensure that our clients receive excellent service with every interaction.
Moren shares the responsibility for opening new accounts, reconciling client trades, payment processing and coordinating with accountants and our custodian’s back office.
Moren has a passion for community service and outside of work she dedicates much of her free time to volunteering, having spent eight years with United Way, three years with Habitat for Humanity and approximately one year with Meals on Wheels. She also spends time volunteering at her daughters’ school and at other community events. A mother of two girls, Moren loves spending time in the kitchen with them, keeping busy and trying new recipes.
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