Judy Evans is an Office Coordinator at Hightower Bellevue, where she helps keep the practice running smoothly. Her responsibilities range from greeting visitors to the Bellevue office and coordinating compliance materials to managing meeting notes and keeping the other team members briefed on new developments with clients. Another important aspect of Judy’s job includes guiding insurance and annuity business through its process.
With more than 20 years of experience in financial services, Judy’s knowledge of the industry spans a wide array of subjects and skills. She joined Financial Security Group, Lars Knudsen’s original financial planning business, after working for several years as an administrative assistant and receptionist for a small local financial services firm. Judy continued her work with FSG through its merger with Moss Adams and later was part of the founding team at Triad Wealth Stewardship in 2007.
Navigating unexpected challenges is one of the most fulfilling aspects of her role at Hightower Bellevue. She appreciates that every day is different and that each colleague’s skills and specialties contribute to the team’s overall success. Judy also enjoys getting to know the clients, and her attention to detail helps to ensure that their needs are taken care of promptly and pleasantly.
In her free time, Judy enjoys reading, fine wine and traveling with her husband to their house in California to enjoy the sunshine of the Golden State.