Evensky & Katz / Foldes Financial Wealth Management Announces Four New Partners
Evensky & Katz / Foldes Financial is proud to announce four new partners in the firm
Anne Bednarz | Texas | Senior Financial Advisor | CFP®, AIF®
Anne has been with the firm since 2012 and currently assists with the management of client relationships. She graduated with her Master of Science in Texas Tech University’s prestigious Personal Financial Planning program. She is active in the community volunteering for the Lubbock-Cooper ISD chapter of Future Farmers of America and was the 2020 Chair of the West Texas FPA Chapter. She currently resides in Lubbock, Texas with her husband and their five children.
Michael Hoeflinger | Florida | Wealth Manager | CFP®
Michael has been with the Evensky & Katz/ Foldes Financial Wealth Management family since 2008. He provides investment and wealth planning advice to high net worth individuals and families. He is a graduate of the Business Administration program at Florida International University. He currently resides in Miami Shores, Florida with his wife and three children.
Nyika Pyfrom | Florida | Director of Business Operations
Nyika has been with Evensky & Katz/Foldes Financial Wealth Management family since 1997. She spearheads the firm’s Portfolio Management, Operations, and Office Administration teams. She is a graduate of Miami Dade College with a degree in Nursing. She currently resides in Redland, Florida with her husband and their three children.
Michael Walsh | Florida | Wealth Manager | CFP®
Michael has been with the firm since 2014 and delivers strategic personal investment services to his private wealth clients. A New Jersey native, Michael is a graduate of the prestigious Personal Financial Planning Master’s Degree program from Texas Tech University. Michael is active in the community he currently serves as Treasurer on the Coral Gables Community Foundation board.
“I, along with the rest of our shareholders, could not be more pleased with the addition of these four incredibly talented individuals to our ownership team,” said Matt McGrath Managing Partner & Principal of Evensky & Katz / Foldes Financial. “With these four new partners on our team and 35 years of wealth management experience under our belts, we look forward to continuing to meet the diverse needs of our clients.”
Categories
Recent Insights
-
The Balancing Act: Navigating Mid-Mom Phase and Office Priorities
Finding Balance in Career and Motherhood Work-life balance—does anyone ever truly achieve it? Probably not, but with each season of life, we find ways to make it work for the present moment. As a mother of five with a full-time career in financial advising, I’ve learned that the concept of balance is often more about…
-
Financially Ever After? Exploring the Dollars and Cents of Marriage for Same-Sex Couples
Since the landmark 2015 Supreme Court decision legalizing same-sex marriage nationwide, LGBTQ couples have gained equal access to the financial benefits and considerations that come with marriage. However, the decision to marry involves complex financial implications that deserve careful consideration. Let’s explore whether it makes financial sense for same-sex couples to get married by examining…
-
Stuck in the Middle: Life as a Sandwich Generation Caregiver
Psst! Over here, down here in between the sliced bread, lettuce, tomato, cheese, and deli meat. Yes, that’s right, I am in the sandwich generation! This term was coined in the early ’80s to describe individuals sandwiched between raising their children and caring for aging parents. We juggle our careers, home responsibilities, and family caregiving…
-
Talk Your Chart | Fed Rate Cuts, Weak Recession Signals, and a Bull Market in Slow Motion| Episode 61
In Episode 61 of Talk Your Chart, Brett and Marcos explore the latest on the Dogs of the Dow, Utilities’ surprising rise, and Constellation Energy’s nuclear power dominance. Dive into the current bull market, Fed rate cuts, inflation signals, and why recession indicators remain weak.