Stephen D. Evans, CFP®
Senior Wealth Advisor/ owner
I am Stephen Evans. It is a pleasure to meet you!
I am the owner and managing member of Evans Wealth Planning located in Springfield, MO., and I have twenty years of experience within the financial services industry.
Growing Up In Springfield
I was born and raised in Springfield, a place that my family has called home for over 140 years. I love the Ozarks. Camping trips I took with my family growing up taught me the importance of planning. If you forget one little detail, it can mess up your entire trip. The same thing applies to financial planning. These trips also taught me how to handle unexpected obstacles and deal with risk.
I attended the University of Missouri, where I graduated in 2003 with a Bachelor of Science in Personal Financial Planning. While attending university, I realized my passions through my CFP® courses and the great financial planning program Mizzou offers, which is currently a top 10 program in the country.
My Business Background and Work In My Community
Before starting Evans Wealth Planning in 2008, I worked for a regional financial firm for several years. During this time, I dedicated myself to earning my credentials. I became a CERTIFIED FINANCIAL PLANNER™ professional in the spring of 2010 to better serve my clients and have completed the FINRA Series 7 (General Securities Representative), Series 66 (Uniform Combined State Law Exam) licenses, and have licensure for health and life within the state of Missouri. I am a registered Representative with Kestra Investment Services, LLC, and an Investment Advisor Representative with Kestra Advisory Services, LLC.
I am past president and a current active board member of the Greene County Estate Planning Council, a community of attorneys, CPAs, and financial professionals. My philanthropic endeavors include being a current Board Member and past President for Champion Athletes of the Ozarks In January of 2013, I was selected as Springfield Business Journal 40 under 40, as one of 40 up-and-coming professionals in the Springfield, Missouri area. I am also regularly interviewed by local publications and news teams, including KOLR 10, KY3, KSPR, FOX, and Springfield Business Journal.
In my free time, I enjoy real estate investing, camping, hiking, floating, fly fishing, mountain climbing, and being outdoors. Spending time with my family exploring nature is the most important and rewarding thing I do because life is about living.