The partners at Six Point Financial Group work with clients at all stages of their lives, whether they are at the beginning of their careers, raising families, sending children to college, preparing for retirement or enjoying their later years.
Karen was a founding partner of Sterling Financial Advisors in 1999 and Pam became a partner of that firm in 2001. They rebranded as Six Point Financial Group in 2015 and are committed to providing an exceptional level of personal service to their clients through customized, sophisticated and comprehensive financial advisory services.
Meet the partners and their teams…
Hover over the team member to learn more about us.
Karen Evans, CFP ®
Karen Evans, CFP ®Download V-Card
Karen is a CERTIFIED FINANCIAL PLANNER™ and founding partner of her original firm in 1999. This entity rebranded as Six Point Financial Group in 2015. She has worked in the financial planning industry for over 25 years and currently runs her independent financial advisory practice centered on trusted client relationships residing in 11 different states. Karen specializes in providing detailed investment, insurance, tax and estate planning advice for an individual or couple as well as the actual management of investment assets. Additionally, her services include ensuring a smooth transition for the passage of wealth.
In addition to being a CERTIFIED FINANCIAL PLANNER™, Karen has completed the College for Financial Planning program and holds her Series 7, 24, 63, and 65 licenses. She is licensed in Life, Health and Disability as well as Long-Term Care insurance and serves as branch manager for her office. Karen is also a member of the Financial Planning Association (FPA).
Karen has been featured on Fox 2 News St. Louis, KSDK 5, and is a sought-after public speaker on personal financial management. Karen is past Board President and currently a lifetime board member for the St. Louis Crisis Nursery, a local non-profit organization dedicated to the prevention of child abuse.
Karen and her family enjoy traveling to new places as well as exploring St. Louis, and attend St. Louis Cardinals baseball games, The Fabulous Fox Theatre, and the St.Louis Muny as frequently as possible.
Contact information: email@example.com or 636-519-0049, extension 1020
Pamela Zell, CFP ®
Pamela Zell, CFP ®Download V-Card
Pam is a CERTIFIED FINANCIAL PLANNER™ and has worked in the financial planning industry for more than 20 years. After joining Sterling Financial Advisors as a partner in 2001, she and Karen Evans, also a partner at Sterling Financial Advisors LLC formed Six Point Financial Group in 2015.
Pam takes a comprehensive approach to working with her clients by addressing all aspects of their financial lives. Clients appreciate the financial education they receive and the sense of control and security they obtain from creating a plan for their future. She is passionate about helping her clients achieve their long term financial goals and enjoys the relationships she has developed with each of them.
Pam is a member of the Financial Planning Association (FPA) She holds a Series 7 securities license and is licensed in Life, Health and Disability insurance as well as Long Term Care insurance. Pam is also a member of the Kids in the Middle Advisory Council and the Finance Committee for the Mitrata Nepal Foundation for Children.
As an active member of her community, Pam has co-authored educational related articles in several local publications. She is an ordained Elder at Woodlawn Presbyterian Church. She and her husband are volunteers for Ride on St. Louis, an organization that provides equine therapy for disabled children.
She lives in Chesterfield with her husband Steve, and they have two adult sons.
Contact information: firstname.lastname@example.org or 636-519-0049, extension 1080
Client Services Specialist
Client Services SpecialistDownload V-Card
Pam is responsible for various client support issues as well as the preparation of financial reviews, and client communication. She has 20 years of valuable experience in the financial planning industry and most importantly enjoys her interaction with the clients.
Pam is a St. Louis native and enjoys spending time with her two grown children and granddaughter.
Contact information: email@example.com or 636-519-0049, extension 1040
Financial ConsultantDownload V-Card
Dan Robertson has spent close to a decade in the financial planning field. Prior to joining Pam's team at Six Point Financial Group, Dan worked for two major international investment and financial planning firms, where he gained a comprehensive knowledge of securities-related planning using instruments such as stocks, bonds and mutual funds. Dan holds his Series 7 and Series 66 licenses which permit him to buy and sell securities. He is also licensed in Life, Health & Disability Insurance as well as Long-Term-Care.
In his role as Financial Consultant at Six Point Financial, Dan advises clients on strategies to accumulate and then preserve capital through their retirement years, while also establishing succession plans for future generations. He is dedicated to finding investment and wealth protection strategies which best fit each of his individual clients.
Dan is a proud Mizzou alum and resides in Saint Louis City with his wife, Morgan & their two pets.
Contact Information: firstname.lastname@example.org or 636-519-0049, extension 1090
Administrative AssistantDownload V-Card
Devin joined Pam’s team in September 2015 as an Administrative Assistant. Her responsibilities are to provide office support to keep the team organized and efficient in addressing all of our client’s service needs. She is also in charge of scheduling client meetings.
Devin is a native of the St. Louis area, has two children and enjoys spending time with family and dining out.
Contact information: email@example.com or 636-519-0049, extension 1010
Office ManagerDownload V-Card
Since December 2015, Diana has been contributing to the success of Six Point Financial Group by serving as Office Manager and Receptionist. She has a great deal of experience in office management and her pleasant and outgoing personality make for a warm welcome when visiting our offices. Diana runs the general operations of the firm, handles all of the bookkeeping and coordination of special events.
Diana balances her life by spending time with her friends, family, and her cats. She also enjoys camping and outdoor cooking.
Contact information: firstname.lastname@example.org or 636-519-0049, extension 1030
Eric Horn joined Pam’s team as an assistant in November 2013 after graduating from the Professional MBA program at the University of Missouri- St. Louis. Eric received a Bachelor of Arts in Business Administration with a concentration in Finance from Westminster College. He is involved in client relations as well as researching investment opportunities and is a Financial Paraplanner Qualified Professional(FPQPTM). Eric currently holds a Series 7 and Series 66 as well as a Life & Health Insurance License.
Eric is an avid Cardinals and hockey fan. He is also a volunteer Big Brother through Big Brothers Big Sister of Eastern Missouri.
Contact information: email@example.com or 636-519-0049, extension 1100