Evan McGinnis

Evan enjoys working with professionals, entrepreneurs, and business owners to aid them in identifying their goals and putting a strategy in place to help accumulate and protect their wealth. He understands that each person’s situation is unique and deserves a custom-designed strategy to fit their needs. With a strong support team and his skill set of tax strategies, solo 401k plans, and defined benefits plans, Evan is able to provide the right mix of investment and insurance products to help each client achieve their financial goals.

A passionate client dedication is what helped Evan become one of the finest new advisors in the industry. In 2017 Evan was promoted to the role of Director of Advisor Development which led him to be the Vice President of Advisor Development starting in 2022. While attending the University of Missouri-Columbia (Mizzou), Evan earned a degree in Personal Financial Management Services. He then went on to attain his Life Accident and Health Insurance Agent Licenses as well as his FINRA Series 7, 66, and 24 registrations.

During his spare time, Evan supports a variety of local organizations and is on the SSM Health Foundation Board and the Cardinal Glennon Development Board, he is also involved with the St. Louis Arc. He also loves to box in his free time. He grew up in Bridgeton, MO, and currently resides in Webster Groves with his wife, Katie, and son Ronan.

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