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
-
Smart Financial Planning for the Sandwich Generation
Introduction: Balancing Family and Finances Managing the financial needs of growing children and aging parents while planning for your own future can feel overwhelming. This dual responsibility is the hallmark of the Sandwich Generation, a group navigating complex financial obligations spanning multiple generations. With thoughtful planning, it’s possible to balance these demands without compromising your…
-
Talk Your Chart | Dividends, AI Investments, and Economic Splits | Episode 66
In this episode of Talk Your Chart, Brett and Marcos dive into the world of financial insights, discussing timely topics such as dividends outpacing inflation, the surging investments in AI, and the implications of foreign ownership in U.S. stocks. Don’t miss this engaging analysis with actionable takeaways! Charts available for download here.
-
Understanding Backdoor Roth and Mega Backdoor Roth Strategies
Maximizing Your Retirement Savings: What High Earners Need to Know For employees aiming to optimize their retirement savings—especially those with higher incomes—traditional contribution methods may not always be enough. This is where advanced strategies like the Backdoor Roth IRA and Mega Backdoor Roth come into play. These options provide a way to grow tax-free retirement…
-
Secure Your Legacy: Why Naming a Beneficiary for Your 401(k) Matters
When you participate in a 401(k) plan, you’re taking a significant step toward securing your financial future. But there’s an equally important, often overlooked, aspect of managing your plan: naming a beneficiary. This simple action ensures your loved ones are protected and minimizes complications if the unexpected happens. Here’s why it matters for both you…
-
A Memo from our Chief Investment Officer | March 2025
Market headlines can be overwhelming, especially in times of uncertainty. At Evensky & Katz / Foldes, we understand that economic shifts, policy changes, and market fluctuations can trigger real concerns about your financial future. In the letter below, our Chief Investment Officer, Lane Jones, shares insights on the current market environment, the impact of recent…