Hi. 👋
I’m Evan Perduk.

Coming from a family that loves numbers—my dad and brothers are engineers, and my mom majored in math—I always knew I wanted a career where analytical thinking and problem-solving were part of daily life. I began by studying accounting at the University of Cincinnati, originally intending to pursue a career in public accounting. While I enjoyed the work itself, I realized I wanted more personal interaction.

That realization led me to financial planning—which has proved to be the perfect blend of working with both numbers and people. It’s a privilege to meet clients where they are and walk alongside them as they pursue what matters most in their lives. That opportunity is a powerful motivator for me, and I truly believe this is the work I was called to do.

As a CFP® professional and Enrolled Agent, I love digging into the details—especially when it comes to tax planning—but I always keep the big picture in focus. Ultimately, money is just a tool. How you want to use it drives both the direction of your financial plan and the advice we provide. Once we understand who you are and what you want to do with your resources, that’s when real financial planning begins.

Outside of work, I recently moved to Chicago to be back in the same state as my high school sweetheart, Rachel—who took a job here after graduating college. One of the personal benefits of joining Root, being fully remote, has been the flexibility to make that move possible. Recently engaged, we’re currently planning our wedding and making time to explore all the amazing food the city has to offer!