Devan McEwen
Manhattan
Summary
Aspiring financial planner with hands-on experience developing comprehensive financial plans through academic capstone work and internship roles. Proficient in industry tools such as MoneyGuidePro and Redtail CRM, with a strong foundation in client communication, tax planning, and investment analysis.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Financial Planning Intern
Stifel Financial Corp.
Overland Park
06.2025 - 08.2025
- Collaborated with team members to streamline reporting processes and documentation.
- Updated and maintained client files ensuring accuracy and compliance with regulations.
- Performed data entry tasks related to client information maintenance.
Food Runner
Lucy Buffett's Lulu's
Gulf Shores
05.2025 - 08.2025
- Collaborated with kitchen staff to ensure timely meal service and guest satisfaction.
- Delivered food and beverages efficiently to guests in a busy restaurant environment.
- Actively contributed to the team by taking on additional duties during staff shortages or special events.
Paraplanner
CGN Advisors
Manhattan
01.2024 - 05.2025
- Collaborated with advisors to gather client information and documents.
- Assisted in preparing financial plans for client consultations.
- Utilized a variety of software systems including CRMs and portfolio management tools in order to track client information and manage portfolios efficiently.
Education
Bachelor of Science - Financial Planning
Kansas State University
Manhattan, KS12-2025
Skills
- Software Proficiency: Microsoft Office Suite (Excel, Word, PowerPoint), MoneyGuidePro, Redtail CRM
- Client Communication: Strong written and verbal communication; ability to explain financial concepts clearly
- Tax Planning Fundamentals: Basic knowledge of tax strategies, deductions, and implications in financial plans
Certification
- Securities Industry Essentials (SIE)
- Series 65 Exam
Timeline
Financial Planning Intern
Stifel Financial Corp.
06.2025 - 08.2025
Food Runner
Lucy Buffett's Lulu's
05.2025 - 08.2025
Paraplanner
CGN Advisors
01.2024 - 05.2025
Bachelor of Science - Financial Planning
Kansas State University
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