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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.