Ops Associate East Region
EVAN
SCHREINER, CFP®
Born and raised in Northeast Ohio, Evan loves spending his time with friends & family, and helping coach youth wrestling in the winter.
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01
IDENTICAL
TWIN
April Fools’ Day
(2022)
In lieu of our usual April Fools’ Day silliness, we thought we would share some of our favorite unintended moments together as a team.
Drinks Well with Operations (E4)
Pain Points
Ops is back with another episode of Drinks Well with Operations to discuss the pain points we’ve been dealing with on a daily basis.
Drinks Well with Operations (E3)
A Day in the Life
We discuss the creation of intentional overlap as we provide service across the country and where there is separation of roles.
Book Club (E4)
Crush It!
Lessons from Crush It!: Why NOW Is the Time to Cash In on Your Passion, the legendary book from Gary Vaynerchuk.
Drinks Well with Operations (E2)
Finding Efficiencies
How to create operational efficiencies within a TAMP. Utilizing your teams strengths to improve what you do and streamline efforts.
Not Your Grandfather’s
Financial Plan!
Goals is a word that is thrown around a lot in financial planning. So much so that most of us are dead tired of it.
Evan Schreiner diligently serves as an operations associate for Potomac’s Central region advisors. He strives to deliver first-class service and support.
Cleveland Browns Fan (Hostage).
- CLEVELAND BROWNS / FLORIDA GATORS FOOTBALL 99%
- COMEDY 77%
- FAMILY 100%
CONNECT WITH ME!
DM < EMAIL
@evenschreiner