Evan Terry holds a Bachelor of Arts from Wichita State University, where he graduated in December 2010. He has built a strong career in employee benefits and retirement plan administration, currently serving as an Employee Benefit Services Senior Associate since 2021. In this role, Evan conducts employee education meetings and guidance to plan sponsors and clients on all aspects of retirement plans, including investments, plan design, ongoing operations, and compliance.
Previously, Evan gained extensive experience handling all facets of the 401(k) enrollment process, working with larger companies and collaborating with major financial institutions. He is known for his ability to guide participants through various types of transactions including investment changes, rollovers, loans, and benefit distributions, striving to ensure a smooth and informed retirement planning experience. Evan’s professional focus centers on educating employees about the value of 401(k) plans and helping them pursue their retirement goals.
Outside of work, Evan enjoys watching sports - especially cheering for the Kansas Jayhawks and Kansas City Chiefs. He values time outdoors, whether golfing with friends or taking walks with his family. As a proud husband and dad to two beautiful children, Evan finds personal fulfillment in helping others understand the benefits of retirement planning, particularly relating to younger employees who are just beginning their financial journeys.
“Son, don’t worry about the mules, just load the wagon” Bill Self, Sr.