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Evan Follmer
Get SERIOUS about Investing - Understand YOUR Retirement - Providing Genuine, Creative, Sound, Financial Advice
Professional Background
Evan Follmer is a dedicated financial advisor rooted in the heart of Kansas City Northland, where he passionately serves clients across the nation. With a focus on providing exceptional financial guidance and strategic advice, Evan combines his extensive experience in various operational roles within a Fortune 500 company with a unique understanding of the industry's intricacies. As a Certified Estate Planner Advisor (CEPA) and Accredited Asset Management Specialist (AAMS), Evan has honed his skills in business management, creative development, data analysis, and strategy assessment.
Evan's professional journey began in the bustling environment of Staples, where he climbed the ranks from a Production Supervisor to the General Manager of Premedia Design Services Operations. His leadership capabilities were instrumental in optimizing operations and enhancing productivity. His time at Staples allowed him to develop deep insights into the intersection of creativity and business, skills that he has seamlessly transitioned into his financial advisory practice.
Pursuing his passion for financial advising, Evan became a Financial Advisor at Edward Jones, where he capitalizes on proven strategies that are structured around high-quality, long-term, and diversified investing. His approach is not merely transactional; it's deeply personal. He takes great pride in helping his clients envisage a clear picture of their financial future, assuring them that they have a steadfast advocate in their financial corner, whether they are contemplating retirement, planning investments, or navigating complex financial challenges.
Education and Achievements
Evan's educational background reflects his multifaceted expertise, having studied Graphic Arts Technology Management at Central Missouri State University and Digital Animation at Collins College. This blending of creative and analytical skills empowers him to communicate complex financial strategies in relatable ways, enhancing client understanding and building trust.
Throughout his career, Evan has also taken on leadership roles that showcase his commitment to community and alumni relations. He has served as an Alumni Relations Executive for both the Central Missouri and Kansas City chapters of the Delta Chi Fraternity, where he worked diligently to foster connections among alumni and current students. His commitment to these organizations highlights his belief in the power of networking and community engagement.
Community Involvement
Live in retirement, contemplating your future financial health, or running a business, Evan is an advocate for financial literacy and empowerment. He believes that everyone deserves the opportunity to understand and manage their finances effectively. Whether it’s guiding a young couple through their first investment or assisting retirees in maximizing their savings, Evan's approach is always tailored to the individual needs of his clients.
Outside of financial advising, he is devoted to his family and the community. Originally hailing from the scenic Lake of the Ozarks, Evan has resided in the Kansas City Northland since 2007. He enjoys an active lifestyle, often taking long walks or jogging on local trails with his wife and daughter. His daughter loves exploring parks, and Evan himself finds joy in cycling, fishing, and cheering for the Kansas City Chiefs. His personal interests not only enrich his life but also help him connect with clients on a more personal level. He appreciates meeting new people, learning their stories, and collaborating to enhance their financial well-being.
Evan's firm belief that helping individuals achieve their retirement goals is not just a job, but a rewarding experience, drives him each day. He finds immense joy in being able to lift the burdens of financial uncertainty from his clients, empowering them to focus on what truly matters in life, whether that's spending time with family, pursuing hobbies, or traveling.
Concluding Thoughts
In a world that often presents complex financial challenges, having a knowledgeable, approachable, and committed financial advisor can make all the difference. Evan Follmer is not just a financial advisor; he is a trusted partner in the journey towards achieving financial peace of mind. For anyone interested in enhancing their understanding of investing, planning for retirement, or simply navigating the financial landscape, Evan is eager to assist. He welcomes financial discussions, inquiries, or casual conversations over a coffee or via Zoom, ensuring that everyone in his community knows they have a friend in their financial planning journey.
tags':['Financial Advisor','Investment Strategies','Retirement Planning','Kansas City Northland','Community Engagement','Financial Literacy','Personal Finance Coaching','Entrepreneurship','Alumni Relations','Creative Design Expertise'],'questions':['How did Evan Follmer develop his financial advising skills?','What strategies does Evan Follmer use to help clients visualize their retirement goals?','How does Evan Follmer engage with his community in the Kansas City Northland?','What inspired Evan Follmer to transition from operations management to financial advising?','What personal values guide Evan Follmer’s work with clients?']} ৰে 2, 5:38 PM (2/14/22) 3:02 PM (2/14/22) 2.0 0%. 1d 3d 14d 30d 60d 90d 180d 360d 2 56m 5:38 PM 12/14/20 2d 4d 7d 10d 2.0 40d 5:38 PM 12/14/20 2d 4d 14d 30d 90d 180d 360d 3 11.5 3.6 2.0 3.2 3.4 3.2 3.2 3.8 3.8 2.0 5:38 PM 12/14/20 2d 4d 14d 30d 90d 180d 360d 3 16m 5:38 PM 3.6 2.0 3.2 14d 30d 90d 180d 360d 2 2.3 3.1 15.5 2.7 6.0 2.0 5:38 PM 12/14/20 2d 4d 14d 30d 90d 180d 360d 2.0 3.1 14d 30d 90d 180d 360d 2 72m 5:22 PM 12/14/20 2d 4d 14d 30d 90d 180d 360d 3 7.0 70.0 2.0 5:14 PM 2.2 7.3 3.5 6.2 14d 30d 90d 180d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d 360d