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
-
Before the Ballots: The Strategic Advantage of a SLAT During an Election Year
With less than 70 days until election day, the future of both the White House and the Senate hangs in the balance. Regardless of who wins, the ongoing challenges of rising federal deficits, unprecedented spending, and lower tax revenues could pave the way for higher taxes in the future. The estate tax exemption, which primarily…
-
Understanding Form 5500: A Guide for Business Owners
When it comes to managing your company’s retirement plan, one of the most important responsibilities is filing Form 5500. This form is crucial for maintaining compliance and protecting both your business and your employees. Let’s break down what Form 5500 is, why it matters, and share some practical advice on what to do if you’ve…
-
Expert Insight on Financial Independence for Women
The Women’s Guide to Financial Independence
-
Average Retirement Account Balance of Americans
Retirement Savings by Age
-
Issues to Consider When Creating Your Estate Plan | 2024
Estate planning can often be overlooked, yet it’s crucial for ensuring your wishes are carried out and your assets are managed effectively. Many people are unsure where to start or what questions to ask. This checklist is designed to provide clarity and guide you through the essential elements of estate planning. Key Considerations Include: Use…