Sustainable, Scalable Growth Without Private Equity: How Moneta’s CEO Sees the Next Mile for RIAs
November 20, 2025
What does it take to scale a wealth management firm without sacrificing independence or cult...
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®
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Moneta Partner Maggie Rapplean Featured on Kitces’ Financial Advisor Success Podcast
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We’re proud to share that Moneta Partner Maggie Rapplean was recently featured on Michael Kitces’ Fina...
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