Terri J. Steele
Owner and Financial Advisor
Terri J. Steele has over 30 years of Financial Services experience and is a Fellow of the Life Management Institute as well as an Associate in Customer Service. She earned a Bachelor of Science degree in Business Management from Northwest Missouri State University in Maryville, Missouri.
Terri started her career as an Office Manager for a life insurance company responsible for all Defined Contribution and Defined Benefit Pension Plan Administration. She lives in Independence, MO with her husband of 40+ years. She also has three daughters, two grandsons and one granddaughter.
She serves on the Board of Directors for the Independence Chamber of Commerce and Chairs the Santa Cali Gon Days Committee. Terri also serves on the Board of Directors for the Truman Heartland Foundation and Chairs the Gala Sponsorship Committee as well as serves on the Gala and Investment Committees. In addition to those, she is also a member of the Junior Service League of Independence.
Steele is a co-owner of Evans & Steele Financial and is a licensed Investment Advisor Representative serving individuals and businesses all over the United States since 1994. The ability to be independent in thought and product has been a cornerstone of Evans & Steele Financials success.