Learning From a Legacy – 2026
January 15, 2026
Dr. King believed that social inequality was driven by poverty, and he encouraged his audiences to bol...


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.
Dive into the latest insights from our expert team with our personal touch.
January 15, 2026
Dr. King believed that social inequality was driven by poverty, and he encouraged his audiences to bol...

January 12, 2026
by Lindsay Taylor, J.D., CFP® Whether your divorce comes out of the blue or it’s been a long time comi...

January 9, 2026
Executive Summary 2025 served as another reminder of markets’ ability to climb the so-called “Wall of ...