facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck

Meet your Cogent Strategic Wealth Team

Behind the Cogent Strategic Wealth Brand


Most high-achieving professionals spend their time planning out every aspect of their life, but leave their financial future to chance. Cogent Strategic Wealth provides financial planning and investment management to simplify your financial life and guide you to achieving your financial goals.

At Cogent Strategic Wealth, we know that you are ultimately concerned about your financial goals and how to maintain sustained wealth.

Not having a plan can bring risk, frustration, and not meeting your financial goals. We believe you have worked too hard to get to where you are to not have a plan for your future.

Cogent Strategic Wealth is a Chicago-based Financial Planning and Investment Management company dedicated to helping our clients define what success looks like and tailor a plan to help them achieve their goals.

Here is how to work with us:


Step 1

Schedule a FREE 30-Minute
Discovery Phone Call

Our team would love to hear what success looks like for you and you will get a chance to determine if we are a great fit for you to work with.

Step 2

Receive a Tailored
Financial Plan

Meet with our team, either in our office or virtually, to see the options available to you customized with your specific needs in mind.

Step 3

Work the Plan

Confidently follow a plan that moves you towards your financial goals. Our team is there with you every step of the way to offer advice, planning, and investment management services.


Take the first step towards your goals today and schedule a FREE 30-Minute phone call with the Cogent Strategic Wealth financial planner.


Schedule a Free Call


Don’t leave your financial future to chance. Take control of your future.

Let the Cogent Strategic Wealth team help you simplify your financial life, so you can focus on what really matters.


Michael J. Evans Photo
Read Bio

Michael J. Evans

FIDUCIARY WEALTH ADVISOR AND PERSONAL CFO

Michael J. Evans

FIDUCIARY WEALTH ADVISOR AND PERSONAL CFO



As a successful entrepreneur and trader, Michael recognized the mindset and motivation needed to accumulate wealth was (and is) much different from the one necessary to preserve it. This is a lesson he saw many other professionals and entrepreneurs fail to learn. After seeing this pattern over and over, he knew he had to impact change. Michael never wanted to see preventable financial failure happen to anyone, ever again. It is for this reason he made sure that Cogent Strategic Wealth was independent, fee-only, and has just one purpose: addressing the wealth management needs of clients.

Unlike other advisors, decades of peer-reviewed financial research drives his wealth management philosophy. Like Michael, the research is compelling and reliable and this same Nobel Prize-winning research drives the very investment strategy which his family, his team and his clients use.

When you work with Michael you experience first hand his energy and enthusiasm as he gets to know you, your partner, your family, your goals and your most important dreams. Michael’s vast experience gives him a unique position to understand where you’re coming from and share a solution right for you.

Kelly Stanley Photo
Read Bio

Kelly Stanley

FIDUCIARY WEALTH ADVISOR AND CERTIFIED FINANCIAL PLANNER™

Kelly Stanley

FIDUCIARY WEALTH ADVISOR AND CERTIFIED FINANCIAL PLANNER™



Being one of the small percentage of women who have a Certified Financial Planner(™), Kelly not only is required to act in her client’s best interests, she is vigilant about it. Life is busy, it always will be! But, if you have a reliable partner that makes your financial life a priority, you will discover what’s possible for you and your family. Kelly’s here to give you the diligent and relevant advice you need, so you can make the best decisions for you and those you love.

After years of working in corporate finance, she found herself longing to make a difference. Taking this next step required more education, extra credentials, and even accepting a drop in income - all while planning a wedding and starting a family. As a Cogent Advisor, Kelly works side-by-side with professional women going through similar experiences.

She knows, as a busy professional and mom, just how difficult it can be to make your finances a priority. Together you are able to structure personalized strategies for you to achieve your goals now and later while taking steadfast control of your finances. Kelly is excited to be that partner for you. Life happens….be ready for it!

Allen Regan Photo
Read Bio

Allen Regan

PORTFOLIO ADVISOR | CFP®

Allen Regan

PORTFOLIO ADVISOR | CFP®



Allen primarily works behind the scenes at Cogent Strategic Wealth, building and maintaining our clients’ custom-crafted, globally diversified investment portfolios. Allen’s dedication to our client's success means constantly reviewing changing situations with a fine-toothed comb to avoid any unpleasant surprises. 

Leading up to Cogent Strategic Wealth, Allen brings a wealth of prior experience as an evidence-based portfolio and wealth advisor for several other financial teams. His principled approach ensures clients are always on course and prepared for their short and long-term goals. He also is a Certified Financial Planner™ practitioner with a bachelor’s degree in Finance.

As a family man with a beautiful baby daughter, Allen and his wife expand on The Cogent Strategic Wealth family in more ways than one. His commitment to our clients and the team drives our purpose and goals forward.

Liz Winkle Photo
Read Bio

Liz Winkle

CLIENT RELATIONSHIP SPECIALIST

Liz Winkle

CLIENT RELATIONSHIP SPECIALIST



Liz was born in Canada but spent most of her life in St. Louis. She loved being a part of the BAM team, where she learned so much about client care and investing. 

Still, whenever Liz visited Chicago, it always felt like home. She wanted to see what it would be like to live here. So, in early 2019, she took a leap of faith and made the move. Luckily, Michael heard about her transition, and reached out to her. As soon as she met Kelly and Michael, she wanted to be a part of the team. Apparently, they felt the same way about her! 

For all of us here at Cogent, it’s about building relationships – among our clients, ourselves, and our allied service providers. Liz's role will be to connect everyone together. We can build stronger relationships as a team than any us can do by ourselves. She's also here to make sure our clients are comfortable, and that they know we’ve got them covered, even on the smallest details.

Liz is adventurous and moving from St. Louis to Chicago was a big step. Besides that, she studied abroad in college, and tries to take an international trip every year. One of her favorite cities was Krakow, Poland. The people are wonderful there – they love to celebrate almost any occasion. This year, Liz planning to hike Machu Picchu in August.