Evan Streich, AAMS®, CPFA™

Evan is a lifelong resident of the Kansas City area and earned a Bachelor of Science in Personal Financial Planning from the University of Missouri - Columbia. 

He serves our clients with a focus on problem solving and planning.  His experience serving as an IRS Volunteer Income Tax Assistance (VITA) volunteer, and with an insurance firm, help him understand important pieces of the financial planning picture and wealth management when assisting advisors.  

Evan holds the distinguished Accredited Asset Management Specialist (AAMS) designation. This designation focuses on the asset management process as well as providing more comprehensive information for clients by considering both their investments and their financial situation.  Additionally, Evan holds the Series 66 and Series 7 registrations through LPL Financial, as well as a life insurance license.

Outside of work and volunteering, Evan stays very active.  He enjoys the outdoors, attending sporting events, exercise, and spending time at the lake with his family and friends.