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Your Future, Our Focus...Since 1994

Team


Bill and Terri 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 also have Amy Hollon and Lindsey Burnside as Executive Assistants. 

 

Terri J. Steele

Owner and Financial Advisor

816.478.4277

816.478.4360

Terri J. Steele has over 30 years of Financial Services and is a licensed Investment Advisor Representative serving individuals and businesses across the U.S. since 1994. She is the co-owner of Evans & Steele Financial.

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William (Bill) Evans has been in the financial services industry for over 30 years. The majority of those years have been spent in partnership with Terri Steele at Evans and Steele Financial., LLC. Bill and Terri formed the company in...

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Amy Hollon has been in the financial service industry for 7 years. Amy graduated from Northwest Missouri State University in Maryville, Mo and received a double major in Business Management and Marketing. After receiving her degree she...

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