Meet the Team

Meet The Team

Our team is dedicated to guiding you every step of the way on your financial journey. With a blend of expertise, personalized service, and a deep understanding of the challenges you face, we tailor our approach to meet your unique needs. Whether you’re navigating student loans, planning for retirement, or working towards financial independence, we’re committed to helping you achieve lasting success. We believe that financial planning should empower you to live the life you envision, and we’re here to provide the strategies, tools, and ongoing support to make that vision a reality. Together, let’s build a future where your financial goals are within reach!

Stephen D. Evans, CFP®

Senior Wealth Advisor/ owner

417-860-5678

888-278-2270

stephen@evanswealthplanning.com

Stephen is the founder of Evans Wealth Planning, and a CERTIFIED FINANCIAL PLANNER™ professional with over 20 years of experience. He helps clients create clear, personalized plans that support the life they want to live.

Caleb Faulk

Wealth Advisor

4178605678

caleb@evanswealthplanning.com

Caleb is a Wealth Advisor who helps individuals and families build practical, personalized financial plans. He focuses on clear guidance and ongoing support so clients can move forward with confidence.

Brooke Evans

Client Relations Manager

417-860-5678

888-278-2270

brooke@evanswealthplanning.com

Brooke Evans was born and raised in Springfield, MO. She and Stephen met ten years ago and she recently transitioned from the field of education to join Stephen in growing their wealth planning business. Brooke graduated from Missouri...