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Check the background of this investment professional

Helping People Make
Appropriate Investment
and Retirement Planning Decisions Since 1998

Evans Allain Crumley Group

Since 1998, financial advisors Greg Evans (MS, MBA, CFP®, CPWA®, RMA® ) and Stephen “Moe” Allain (MBA, CPWA®, AAMS®, RMA®) have helped people make appropriate investment and retirement planning decisions. Their depth of knowledge helps them to understand the problems and challenges that employees face as they plan their financial future.

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Our Advisors

Orlando

Greg Evans

MS, MBA, CFP®, CPWA®, RMA® - Senior Vice President

Greg is a CERTIFIED FINANCIAL PLANNER™ professional, Certified Private Wealth Advisor,  Chartered Retirement Planning Counselor℠, and a Certified Retirement Management Advisor®. Greg received his Master of Science degree in Financial Planning with a concentration in Retirement Planning from the College for Financial Planning, Denver, CO. He earned his MBA from the University of St. Thomas, Houston, TX with a concentration in Finance. He also holds an undergraduate business degree from Indiana University, Bloomington, IN. Greg has published articles on issues related to investing, retirement and estate planning. Greg began his career in the financial services industry in 1991.

Orlando

Stephen “Moe” Allain

MBA, CPWA®, AAMS®, RMA® - Vice President

Moe is a Certified Private Wealth Advisor®, a Certified Retirement Management Advisor® and an Accredited Asset Management Specialist℠ professional. Moe earned his MBA from Louisiana State University with a concentration in Finance. He also holds a Bachelor of Science degree from the University of Southwestern Louisiana. Both Greg and Moe have been named FIVE-STAR WEALTH MANAGERS in the state of Texas for multiple years.

Orlando

Jerred Crumley

MS, CFP®, CPWA®

Jerred is a CERTIFIED FINANCIAL PLANNER™ professional. Jerred received his Master of Science degree in Financial Planning from the College for Financial Planning, Denver, CO and also received his CPWA® designation in 2018. He also holds a Bachelor of Science degree from Texas A&M University, College Station, TX.

​ *This is Not a CPA firm. Baird is not endorsed by or affiliated with DuPont.​
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