
Financial Advisor Support Coordinator Intern
Evalyn joined WDS in May of 2025 as a Financial Advisor Support Coordinator Intern. In this role, she supports the advisory team by assisting with meeting preparation, observing client interactions, and learning the day-to-day processes involved in financial planning. This hands-on experience allows her to gain a deeper understanding of the advisor-client relationship and build the foundation needed to achieve her goal of becoming a financial advisor.
She is currently entering her junior year at the University of Arizona, where she is majoring in Economics with a minor in Personal and Family Financial Planning. Her passion for finance and helping others has grown through both academic work and her time as a Preceptor for ECON 200, where she supported professors and students in managing and strengthening their understanding of core economic concepts.
Originally from Verona, she enjoys spending her free time outdoors. Her favorite activities include golfing, fishing, hiking, and playing pickleball. Whether in the classroom, at the office, or out in nature, she values continuous learning, meaningful connections, and living with intention.