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

I'm Stephen Evans, CFP®, with 20+ years of experience in financial planning. I founded Evans Wealth Planning to help clients achieve their financial goals while balancing my love for family, nature, and community involvement.

Caleb Faulk

Wealth Advisor

4178605678

caleb@evanswealthplanning.com

I’m a Financial Advisor helping young professionals, travelers, and blue-collar workers build financial freedom with personalized strategies. Let's create a plan that works for your lifestyle and goals. Get in touch to start your journey!

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...