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