What sets me apart from other financial advisors? I have over 13 years of experience in business management, creative and strategy assessment, and have led two departments of a Fortune 500 company, concurrently, for more than five years. These experiences have allowed me to easily locate and utilize the most effective financial strategies for every individual, business and family I work with. In 2021, I was nominated and elected to sit on an investment advisory committee for a prominent international fraternal organization.
I understand that being your financial advisor is more than a transaction; it's a relationship. I grew up in a small town near the Lake of the Ozarks, and my family and I have resided in the Kansas City Northland since 2007. My wife and I enjoy jogging along the Line Creek Trail and my daughter enjoys any park she can find. I like to take advantage of cycling the Katy Trail, fishing our nearby lakes or watching the Superbowl Champion Chiefs—And sometimes, if I'm lucky, I can even get either one or both of them to join me (ha!).
My philosophy is simple: Clients come first. I pledge to be in constant communication with my clients, keeping them fully informed throughout the investing process and providing them with the most up-to-date information.
It is important to get to know and understand my clients, and establish that long-term, trusted relationship. This is why, as your financial advisor, I'm dedicated to providing an exceptional, personalized service for you and each of my clients. I take great pride in the relationships I build and always work relentlessly on my client's behalf to help them achieve their financial goals.
Put my experiences and our proprietary technology to work for you and allow me to show you how I can add value to your financial and retirement success! I look forward to working with you someday soon!
- Retirement Savings Strategies
- Socially Conscious Investing
- New Investors
- Portfolio Reviews
- Entrepreneurs & Business Owners
- College Savings
My Personal Interests
- Art & Theater
Phone NumberEvan Follmer at (816) 436-1450
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