Safeguard what matters most with careful, strategic planning
The Dallas Financial Advisors Who Put You & Your Goals First
30+ years protecting what matters most
Built Different From Day One
What started as a small group of advisors’ mission to make wealth management more human has grown into one of Dallas's most trusted financial planning teams for high-net-worth individuals across the US.
We've built our practice on the principle of protective wisdom—always shielding what matters most to you.
Meet the EVOS Team
10+ decades of combined experience.
We built EVOS around the belief that every client deserves genuine commitment and an ethical approach to wealth management.
EVOS Advisors
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Curtis Harris
Chief Executive Officer, CFP®,
ChFC, CFS -
K. Derek Thomson
Wealth Advisor
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Chris Jeffers
Wealth Advisor, MBA,
ChFC®, CFS™, RICP® -
Kathryn Gillette
Financial Planner, CFP®
EVOS Operations Team
Rebecca Harris
Director of Communications
Matt Sanders
Operations Manager
Why the Hedgehog?
Our logo isn’t just a design choice. It’s deeply rooted in the Harris family heritage and perfectly captures our approach to wealth management. The hedgehog has appeared in the Harris family’s coat of arms for generations in Europe, where it has long symbolized prudence, resourcefulness, and defensiveness.
🛡️ Prudence
Thoughtful planning over flashy promises
🎯 Resourcefulness
Smart solutions designed to protect what's valuable
⚡ Defensiveness
Built to withstand market storms and last decades
What You Can Expect
When You Work With EVOS
✓ Real people, real office - Not a call center
✓ Nationwide capabilities - Sophisticated planning throughout in the US
✓ Local accessibility - Personal relationships that matter
✓ Long-term Partnership - Focused on decades, not quarters
✓ Genuine Care - Your dreams, not our agenda, drive our recommendations
We Make Life's Biggest Financial Decisions Feel Easy
Whether you're planning for retirement, navigating a business transition, or building a legacy for your family, we create comfortable financial conversations that are designed to lead to confident decisions.
No matter how you come to work with us, our approach remains the same: listen first, plan thoughtfully, and partner with you for the long term.
Always approachable and comfortable, never overwhelming or intimidating.
Ready to Experience the Difference?
See what financial planning and asset management feels like when relationships come first.