Terri J. Steele brings over 34 years of experience in the financial services industry. She is a Fellow of the Life Management Institute. Terri earned her Bachelor of Science degree in Business Management from Northwest Missouri State University in Maryville, Missouri.
Terri began her career as an Office Manager for a life insurance company, where she was responsible for administering both Defined Contribution and Defined Benefit pension plans. Today, she is the co-owner of Evans & Steele Financial and a registered Investment Advisor Representative. Since 1994, she has been serving individuals and businesses across the United States, with a focus on independent, client-centered financial guidance—a hallmark of Evans & Steele Financial’s success.
She currently resides in Independence, Missouri, with her husband of over 40 years. Together, they have three daughters, three grandsons, and one granddaughter.
Terri is actively involved in her community. She serves on the Board of Directors for both the Independence Chamber of Commerce and the Truman Heartland Community Foundation. She is also a dedicated member of the Junior Service League of Independence.
Evans & Steele Financial
14810 E. 42nd St. S.
Independence, MO 64055
P: 816.478.4277
www.evansandsteelefinancial.com