THOMAS H. WARING, JR. - Corporate Board Profile

EVANS BANCORP INC

Filing Date	Source Excerpt
2009-04-01	Mr. Waring has been a director of the Company since 1998. He has owned and managed Waring Financial Group, a financial planning, insurance and financial services and sales firm, since 1996.
2010-03-24	Mr. Waring has owned and managed Waring Financial Group, a financial planning, insurance and financial services and sales firm, since 1996. Mr. Waring has a Masters Degree in Financial Services from the American College in Bryn Mawr, PA and frequently advises high net worth individuals, family business owners and closely-held business owners.
2011-03-24	Mr. Waring has owned and managed Waring Financial Group, a financial planning, insurance and financial services and sales firm, since 1996. He has a Masters Degree in Financial Services from the American College in Bryn Mawr, PA.
2012-03-22	Mr. Waring has owned and managed Waring Financial Group, a financial planning, insurance and financial services and sales firm.
2013-03-21	Mr. Waring has been a director of the Company since 1998. He has owned and managed Waring Financial Group, a financial planning, insurance and financial services and sales firm, since 1996. He has also been the managing member of Family & Business Directions, LLC, a fee-based consulting business serving family-held and closely-held business owners, their families, and key executives, since 2010.
2014-03-20	He has owned and managed Waring Financial Group, a financial planning, insurance and financial services and sales firm.
2015-03-26	He has owned and managed Waring Financial Group, a financial planning, insurance and financial services and sales firm.
2016-03-24	Mr. Waring’s financial services experience provides the Board with a deeper understanding of the products and services which the Company needs to provide in the marketplace to remain competitive.
2017-03-23	He has owned and managed Waring Financial Group, a financial planning, insurance and financial services and sales firm since 1996.
2019-03-21	Mr. Waring’s financial services experience provides the Board with a deeper understanding of the products and services which the Company needs to provide in the marketplace to remain competitive.
2020-03-24	Mr. Waring has been a director of the Company since 1998. He has owned and managed Waring Financial Group, a financial planning, insurance and financial services and sales firm since 1996.
2021-03-24	Mr. Waring has been a director of the Company since 1998. He has owned and managed Waring Financial Group, a financial planning, insurance and financial services and sales firm since 1996. Waring Financial Group was renamed GCW Risk and Benefit Solutions LLC in 2016. Mr. Waring is the majority member of GCW Capital, LLC, a fee only independent registered investment advisory entity formed in August 2014 and registered with the SEC. He has also been the managing member of Family & Business Directions, LLC, a fee-based consulting business serving family-held and closely-held business owners, their families, and key executives, since 2010. Mr. Waring’s financial services experience provides the Board with a deeper understanding of the products and services which the Company needs to provide in the marketplace to remain competitive, as well as the delivery of those products and services. Mr. Waring frequently advises high net worth individuals, family business owners and closely-held business owners. He is experienced in providing strategic planning and development advice, including designing and implementing executive and key employee benefits. We believe that Mr. Waring’s qualifications to serve on our Board of Directors, as Chairman of the Human Resource and Compensation Committee and as a member of the Board’s Corporate Governance and Nominating Committee include his extensive sales and marketing experience with a financial services company, as well as his executive leadership and management experience.
2022-03-24	Mr. Waring has been a director of the Company since 1998. He has owned and managed Waring Financial Group, a financial planning, insurance and financial services and sales firm since 1996. Waring Financial Group was renamed GCW Risk and Benefit Solutions LLC in 2016. Mr. Waring is the majority member of Note Advisors, LLC, a fee only independent registered investment advisory entity formed in August 2014 and registered with the SEC. He has also been the managing member of Family & Business Directions, LLC, a fee-based consulting business serving family-held and closely-held business owners, their families, and key executives, since 2010. Mr. Waring’s financial services experience provides the Board with a deeper understanding of the products and services which the Company needs to provide in the marketplace to remain competitive, as well as the delivery of those products and services. Mr. Waring frequently advises high net worth individuals, family business owners and closely-held business owners. He is experienced in providing strategic planning and development advice, including designing and implementing executive and key employee benefits.
2023-03-22	Mr. Waring is the sole and managing member of STW Southwest, LLC... He is a principal and co-owner of Note Advisors, LLC, a fee only independent registered investment advisory entity.
2024-03-25	Mr. Waring is a principal and co-owner of Note Advisors, LLC, a fee only independent registered investment advisory entity. Mr. Waring’s financial services experience and business consulting provides the Board with a deeper understanding of the products and services which the Company needs to provide in the marketplace.