Evans & Steele Financial, LLC
Owner & Financial Advisor
Evans & Steele Financial, LLC was founded with the goal of assisting our clients in every aspect of their financial lives. Our mission is to help people live bigger lives, live up to their financial potential and make goals & dreams a reality for families, individuals and businesses.
We create financial solutions based on your needs and goals using a process to partner with and mentor our clients. These solutions are developed from an independent viewpoint with access to products and services from many highly rated financial, insurance and estate planning firms.
Bill Evans and Terri Steele joined forces in 1994 and created Evans and Steele Financial, LLC. The company was founded through pride in serving the financial, insurance and estate needs of individuals, families and businesses. In delivering on this service commitment, client recommendations have allowed for continual growth in our business. To manage this growth and continue to offer comprehensive, customized services to our valued clients, we have Amy Hollon and Lindsey Burnside serving as our Executive Assistants.