Monthly Recap – December 2025
January 8, 2026
December Observations Subdued Month Brings the End to a Solid Year U.S. equity markets closed a robust...
Sean Follis
Advisor
CFP®
Sean Follis is passionate about putting the needs of his clients first. He enjoys getting to know his clients’ personalities and learning about their goals in order to deliver the highest level of service.
In 1996, Sean graduated from Missouri State University with a Bachelor’s Degree in Finance. He then worked for several mortgage and automotive lenders and as an agent with Mass Mutual Life Insurance. After joining Moneta, Sean earned his CERTIFIED FINANCIAL PLANNER™ designation in order to deepen his technical knowledge.
Family time is valuable to Sean. He and his wife have two sons. Their oldest graduated from Knox College in December 2017 and the other graduated from Kansas City Art Institute in 2023.
Sean enjoys studying woodturning and is a member of the Woodturners of St. Louis Club. He is an avid sports fan and enjoys projects in his nearly 100-year-old South St. Louis home.
- CERTIFIED FINANCIAL PLANNER®
A WEALTH OF INFORMATION
Dive into the latest insights from our expert team with our personal touch.
The Derivative Income Dilemma: Balancing Yield, Complexity, and Risk
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by John Costello, Investment Risk Analyst *Readers unfamiliar with options terminology may wish to con...
Is your business worth what you think it is? Understanding business value drivers
January 5, 2026
By Michael Torney, J.D., CFP®, LL.M., CEPA Business value drivers are the underlying factors that infl...
Moneta Tops Financial Planning’s Ranking of 2025 RIA Leaders
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We’re proud to share that Financial Planning ranked Moneta No. 1 in its 2025 ...