Joshua D. Evans, CFP®

Owner/Wealth Advisor

Josh founded Telos Strategic Wealth to help professionals and pre-retirees make confident financial decisions aligned with their goals and values. He believes great planning requires more than numbers alone. It blends technical expertise with the goals and values that give life meaning.

His career began with an internship at State Street Bank, where he gained a deep understanding of institutional investing. He quickly realized, however, that his passion was working directly with individuals and families. After managing hundreds of millions in client assets at a prominent advisory firm, Josh saw firsthand how comprehensive financial planning paired with thoughtful investment management can shape lives for the better.

A Kansas City native, Josh’s background in competitive sports and his growing love for chess have shaped his approach to wealth management. He balances strategy, patience, and adaptability to help clients navigate life’s financial game. Outside of work, he enjoys golfing, taking backpacking trips with his brothers, and spending time with his wife, Megan.

At Telos Strategic Wealth, Josh is committed to more than just growing wealth. His goal is to help clients gain the clarity, confidence, and flexibility to make the most of what they’ve built.

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Convergence Financial, LLC, a registered investment advisor. Convergence Financial and LPL Financial are separate unaffiliated legal entities.

Marie Webb

Executive Assistant

Marie joined Telos Strategic Wealth with a passion for serving others and creating a thoughtful, welcoming experience for clients. She believes that strong relationships are built through trust, organization, and genuine care for those she serves. A lifelong Kansas City resident, Marie brings experience in banking, real estate, and operations.

She began her career at CommunityAmerica Credit Union as a Member Service Advisor before transitioning into real estate. She became a licensed REALTOR® in 2022 and served as an office manager at her brokerage. Throughout these roles, Marie developed a deep appreciation for community, attention to detail, and helping people navigate important moments in their lives.

Outside of work, Marie enjoys spending time with her husband and son, visiting family in Tucson, and exploring new places around the world. She especially treasures traveling with her sister, who is her best friend, and creating memories with the people she loves.

Phillip Bacon

Director of Operations

Phillip is an Army combat veteran, where he spent years leading individuals in a high pace setting. Once his service was completed, he graduated in 2017 with a Bachelor of Science in Business Administration from the University of Missouri and got right into the financial industry. Philip brings industry experience to his role, assisting with account servicing, trading support, and day-to-day client needs. His background provides valuable perspective, but his focus is on delivering efficient client service and operational support.. As a previous Investment Advisory Operations Manager, Phillip learned the tools needed to run an operation on a high level. His passion for finance, and military background, allows him to bring a diverse level of experience that helps ensure a strong operational foundation.

Outside of work, Phillip, along with his wife Jenni, loves traveling, watching Chiefs and Mizzou football, and working on veteran initiatives in Missouri.

Austin Harrison CFA®, CMT®

Director of Investments

After nearly a decade working on the portfolio management team of a Kansas City-based RIA, his time there left him with extensive operational experience and a deep appreciation for research-based decision making. Austin and the rest of the investment management team are tasked with the design, implementation, monitoring, and improvement of the firm’s investment strategies.

A proud alumnus of Benedictine College, Austin’s formal education centered on accounting, finance, and economics. After graduation, he worked toward earning the CFA and CMT charters, both of which he received in 2019. The Chartered Financial Analyst® (CFA) designation is a globally recognized, graduate-level credential that provides the strongest foundation in advanced investment, analysis, and real-world portfolio management skills. Earning the Chartered Market Technician® (CMT) designation demonstrates mastery of a core body of knowledge of investment risk in portfolio management and is the preeminent designation for practitioners of technical analysis worldwide.

Austin and his wife Anne enjoy hiking, skiing and watching Chiefs football – though they don’t have much time for hobbies these days while chasing around their four children.

Aidan Anderson

Operations Specialist

Before joining our team, Aidan spent more than four years in the mortgage industry where he crafted how to take a meticulous yet efficient approach to operational processes to ensure a robust client experience.

Aidan graduated in 2020 from the Trulaske College of Business at the University of Missouri where he obtained his Bachelor of Science in Business Administration with emphasis in both finance and real estate.

Outside of work, you can find Aidan playing piano and electric guitar with his church’s worship team, attending car shows, traveling the country, and spending time with friends and family.