Wisdom in Wealth with Stephanie Fogelson

Episode 16 — Joe Evans: Building People, Branches & Community in Phoenix


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1In this episode of Wisdom in Wealth, host Stephanie Fogelson sits down with Joe Evans, Vice President and Real Estate Portfolio Manager for Mountain America Credit Union, a mission-driven financial institution making a strategic and highly visible entrance into Arizona.

Joe shares his winding career path with refreshing honesty;  from chasing titles in global corporate real estate to navigating cultures that didn’t fit, to ultimately finding his way back to an organization aligned with his values. With his grounded perspective and clear sense of purpose, he opens up about the mentors who shaped him, the pivots that humbled him and the moment he realized meaningful work mattered more than prestige.

Stephanie and Joe dive into:

  • Mountain America’s rapid expansion into Arizona and why physical branches still matter
  • The credit union difference and how member-focused banking shifts financial outcomes
  • The story behind their high-profile Valley partnerships from ASU to the Suns and Mercury
  • Joe’s detour into global portfolio management during COVID and what it taught him about leadership
  • How an SBA loan changed his family’s trajectory and ultimately redirected his own career
  • What it means to build a mission-first real estate strategy in a booming, competitive market
  • This episode offers an inside look at career reinvention, values-based leadership and the power of aligning your work with the people you want to serve. Tune in for a thoughtful conversation with one of the leaders shaping Mountain America’s footprint in the Valley.

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    Wisdom in Wealth with Stephanie FogelsonBy Stephanie Fogelson