James “Jim” Evens, CFP, 5-Star Rated Wealth Advisor, brings nearly 30 years of experience in investment and wealth management to the client family at Trinity Wealth Advisors. As head of investment strategy, Jim oversees the evaluation of the institutional managers we recommend and the individual portfolios that are put in place for clients. Additionally, Jim oversees the review process of more than 80 global institutional money managers representing over $80 billion in assets. His wealth management expertise covers comprehensive wealth planning, mutual fund evaluation and monitoring, and portfolio and tax planning for individuals, families and small business owners.
Jim has assisted in the development of institutional investment programs since 1988, after starting his career in banking with Commerce Bank in St. Louis. His career has transitioned over time to focus on serving clients with the desire to do something truly meaningful with their lives and for their families – and he sees it as a deep responsibility to help them achieve their goals.
Involved in numerous professional organizations, Jim currently serves on the Envestnet Advisory Board Member, the Advisory Board of the Brown Sisters Foundation and is a member of the St. Louis-Stuttgart Sister Cities Organization, encouraging relationship-building, cultural sharing and trade with St. Louis’ oldest sister city.
Jim lives in Chesterfield with his wife Susanne and son Alex. Jim graduated from Washington University in St. Louis with a Bachelor of Science in Business Administration.
“Having the combination of working financially within a company whose mission centers around faith and purpose is powerful. We all are aligned at the very core and there is no question of our bigger purpose for the clients we serve.”