Evan Phippen joined Woodstock Services Company, LLC in 2020. He worked initially in both the custody and tax departments before moving solely to the tax department, where he mainly focuses on tax preparation for individual and fiduciary clients.

Evan is also a member of Agawam Trust & Management Company, LLC which provides trustee, accounting, and tax services to trusts, individuals, and business entities in coordination with Woodstock Corporation.

Evan obtained his CERTIFIED FINANCIAL PLANNER™ certification in 2022. He is a graduate of Champlain College with a BS in Finance.  He is also a member of the Financial Planning Association.