Meet Our Talented Advisors

John brings three decades of financial expertise to the TriVant team. His career began at American Express as a Financial Advisor. He later joined TD Waterhouse as an institutional fixed income trader and soon progressed to responsibilities as a commodity broker and subsequently as a Manager in the Trading Department. At Fisher Investments, Inc. he was a senior Investment Counselor regarded as a specialist in customized portfolios. His expertise regarding risk and hedging strategies was often sought out and implemented by management. Additionally, he was a member of the Small Cap Value research team.John oversees all aspects of portfolio strategy decisions at TriVant. He continues to develop proprietary computer models to enhance portfolio risk control for customized portfolios. John co-authored an article entitled “Mandating the Probability of Success: A New Approach to Retirement Planning” (Journal of Retirement Planning, Nov-Dec 2006). He has been quoted twice in Kiplinger’s magazine regarding the topic of asset sustainability.John was born in San Francisco, California and graduated from the University of Oregon with a Bachelor of Science Degree in Political Science. He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the CFA Society of San Diego.

Dan has over three decades of experience in the finance industry. His career began at Citizens Trust Bank (Vancouver, BC, Canada) as the Marketing Manager of the Foreign Exchange Department. Subsequently, he joined Dundee Securities Corporation, a Toronto-based national financial services firm, as a Research Associate and later moved to the Investment Banking team. At Fisher Investments, Inc., he started as a senior Investment Counselor and was second in charge of launching the Fisher Investments Canada Division. He was later promoted to the Sales Department, where he initiated and headed a department to provide special-case investment analysis and recommendations to prospective clients.

Dan oversees all aspects of client relations at TriVant and is closely involved with portfolio analysis and strategy. He co-authored an article entitled “Mandating the Probability of Success: A New Approach to Retirement Planning” (Journal of Retirement Planning, Nov-Dec 2006).

Dan was born in Vancouver, Canada and graduated from the University of British Columbia with a Bachelor of Commerce Degree in Finance. He received a Masters of Business Administration from the University of Western Ontario, where he concentrated in accounting.

Michael has nearly three decades of experience in the area of investment management. Prior to joining Trivant, Michael worked as a trader, research analyst, and portfolio manager at two Southern California-based high net worth investment firms.

Michael has been a San Diego resident for his entire life. He earned his undergraduate degree from the University of California, Los Angeles and his MBA from San Diego State University. He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the CFA Society of San Diego. Mike is also a CERTIFIED FINANCIAL PLANNER™. Michael is very active in the San Diego community. He is currently serving on the Home of Guiding Hands Board of Directors as the Treasurer.

James joined the TriVant team after medically retiring from the Navy after nearly 18 years of service. He enlisted in the Navy in 2003 and was commissioned as an Engineering Limited Duty Officer in 2012. James served on three San Diego based ships during his career and considers himself an adopted San Diegan. At TriVant, James assists in all aspects of client relations. He also assists in the research and analysis for potential investments.

Prior to his Naval career James grew up in Greeneville, TN where he graduated high school as the valedictorian. He then went on to attend MIT where he was working towards a degree in Chemical Engineering. James is currently enrolled in an undergraduate degree program in Engineering Management at Arizona State University. In addition to the undergraduate degree program, James is also currently enrolled in a CERTIFIED FINANCIAL PLANNER™ certification program.

James lives in San Marcos with his wife, Erin, and their two children. He is a member of the San Elijo Elementary School PTO.

Originally from Arcadia, California, James Evenson joined TriVant in 2025 as an Investment Analyst, where he focuses on stock research and analysis. He earned his B.S. in Finance from California State University San Marcos in 2024, where he served as a Portfolio Manager for the student-run investment fund.

James has completed the CFA Institute's Private Markets and Alternative Investments Certificate, as well as Wharton’s Online Buy-Side/Hedge Fund certificate, reflecting his commitment to deepening his expertise across both traditional and alternative asset classes.