EVENSKY & KATZ - Key Persons
Aldo Castaneda began his career with Evensky & Katz/ Foldes Wealth Management in June 2015. As a member of our financial planning team, Aldo works in conjunction with wealth managers to create effective and individualized wealth management strategies for our clients.
Aldo graduated with a Bachelor of Business Administration in finance from the Monterrey Institute of Technology and Higher Education in Mexico and also holds two Master of Science degrees from Texas Tech University: one in personal financial planning with a concentration in charitable giving, and the other in business administration with a concentration in finance.
Additionally, Aldo has achieved several designations in the financial industry such as The Certified Financial Planner™; the Chartered Financial Analyst CFA®; and the Chartered Life Underwriter CLU® designation.
Prior to joining our firm, Aldo held several internships in Mexico and the U.S. in the investment arena, working specifically in investment research and equity selection for investment portfolios.
Aldo was born and raised in Chihuahua, Mexico. He is a former collegiate track and field athlete, a high school state champion in the 1500m, 5000m, and 10000m runs, and an all-around sports junkie. In his spare time Aldo enjoys sports, outdoor activities, traveling and volunteering.
Mr. Ruiz joined the Evensky & Katz / Foldes team in November 2021. He is currently a paraplanner supporting financial advisors with client relationships, financial planning preparation and analysis, investment policy statements, and implementation.
Alejandro attended the University of Miami, where he earned his Bachelor of Business Administration in economics.
Job Titles:
- Senior Financial Advisor & Principal
Anne Bednarz joined Evensky & Katz/ Foldes Wealth Management in January 2012. She is currently a senior financial advisor assisting with client relationships, preparation of financial plans, investment policy statements, reports, and implementation of client accounts.
Anne received both her bachelor's and master's degrees from Texas Tech University. She graduated in December 2009 with a Bachelor of Science in agriculture and applied economics and continued on to a Master of Science in personal financial planning, which she completed in December 2011. Anne completed the CFP® process in March 2014 and followed it with the AIF® designation.
Anne is currently a volunteer for the Lubbock-Cooper ISD chapter of Future Farmers of America (FFA). Anne and her husband Aaron currently reside in Lubbock with their children Casen, Bennett, Harrison, Nolan, and Chloe.
Job Titles:
- Financial Advisor
- Certified Financial Planner
Austin Tanner joined Evensky & Katz / Foldes Wealth Management in February 2022. He is currently a financial advisor assisting with client relationships, preparation of financial plans, investment policy statements, and implementation of client accounts.
Mr. Tanner is a Certified Financial Planner™ and received his Bachelor of Business Administration in Finance from Florida Atlantic University. Prior to joining Evensky & Katz / Foldes, he worked as a financial planner for three years as a registered investment advisor in Boca Raton, where he was part of a wealth management team, specializing in comprehensive financial plans.
He currently resides in Miami. Outside of work, Austin enjoys sporting events, reading, playing golf, and spending time with family and friends.
Job Titles:
- Certified Financial Planner
- Principal and Wealth Manager at Evensky & Katz / Foldes Financial Wealth Management
- Wealth Manager & Principal
Brett Horowitz is a principal and wealth manager at Evensky & Katz / Foldes Financial Wealth Management and is currently helping individuals and institutions achieve their investment and financial planning goals. Mr. Horowitz is a member of the EK-FF Board of Managers and is a member of the firm's planning committee. He is very proficient in Social Security planning, his research has helped numerous clients receive additional Social Security benefits, and he has presented these strategies to a wide range of accounting firms for continuing education credits. He also belongs to the Miami-Dade County Financial Planning Association (FPA) and is a board member and Treasurer of the Coral Gables Art Cinema. He has been quoted in many national publications such as The Wall Street Journal, Barron's, Smart Money, and Bankrate.com.
Mr. Horowitz is a Certified Financial Planner™ and Accredited Investment Fiduciary (AIF®) licensee and received his Bachelor of Science in finance at the Rutgers University School of Business. Prior to joining Evensky & Katz in 2005, he had been working as a financial planner for more than five years at a family office planning firm in New Jersey where he supported a senior advisor in performing sophisticated analyses of the personal finances of high net worth families, corporate executives, endowments, and foundations. He was also a member of the firm's tax preparations department as well as a member of the investment committee.
Brett Horowitz, a certified financial planner at Evensky & Katz in Coral Gables, Fla., told...
Job Titles:
- Senior Financial Advisor & Principal
As a student at Texas Tech University, Brian began his career with Evensky & Katz/Foldes Wealth Management as an intern in the Texas office. In the summer of 2019, he graduated with a Master of Science in personal financial planning, moved to Florida and was promoted to client service associate supporting the operations department.
In 2021, he was again promoted to paraplanner. As a paraplanner, Brian will be supporting the financial advisors with client relationships, preparation of financial plans, investment policy statements, reports, and implementation of client accounts.
He attended Goucher College, where he earned his Bachelor of Arts in business management. Brian's prior work experience is mainly in the financial services industry. He has worked as an ISG operation support for Morgan Stanley in Baltimore, Maryland, before joining Evensky & Katz/Foldes Wealth Management.
Brian resides in Miami where he enjoys traveling and spending time with friends
Conlee graduated from Texas Tech University in December 2020 with a Bachelor of Science in Personal Financial Planning. She joined the Evensky & Katz/Foldes Wealth Management team in January 2022. Her prior experience consists of two internships and a year of full-time employment with wealth management firms located in Texas.
Conlee grew up in Kermit, Texas, and now resides in Lubbock, Texas. In her spare time, she enjoys spending time with her family, friends, and dogs. She also likes to travel and play golf.
Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if EKF is engaged, or continues to be engaged, to provide investment advisory services.
Dallas Goldammer joined Evensky & Katz/ Foldes Wealth Management in January of 2020 as an intern. In June of 2021 she transitioned full time and now works as a Paraplanner. Dallas has also worked in our operations department as a Client Service Associate.
Dallas graduated with both her bachelor's and master's degree from Texas Tech University. She completed a bachelor's in animal science with an emphasis in business in May of 2019 and completed her master's in personal financial planning in May of 2021. While in school, Dallas participated in several organizations including PFPA, Personal Financial Planning Association, and KEY, Knowledge Empowering You.
Dallas currently resides in Lubbock where she enjoys spending time with her younger siblings who also attend Texas Tech and her two dogs.
Job Titles:
- Wealth Manager & Principal
David Garcia joined Evensky & Katz/ Foldes Wealth Management in 2006. Before joining the firm, David worked in Public Accounting at Gerson, Preston, Robinson & Co. He is responsible for helping Evensky & Katz/ Foldes clients with all their financial planning needs from developing a financial plan to estate and tax issues.
Mr. Garcia earned his bachelor's degree in business from the University of Florida and a Master of Taxation from Florida International University. He is a licensed Certified Public Accountant, Certified Financial Planner TM, and Accredited Domestic Partnership Advisor.
In 2012 Mr. Garcia was elected to the firm's management committee. The committee is responsible for the strategic vision as well as overall management of the firm. Mr. Garcia is a member of the Miami Children's Hospital Foundation Diamond Society.
Job Titles:
- Chief Marketing Officer
- Principal
- Principal at Evensky & Katz / Foldes
Coral Gables Magazine honors David Evensky as a local philanthropist in their December 202...
David Evensky is a principal at Evensky & Katz/ Foldes. He joined the firm in August 2001. He sits on the firm's board of managers and serves as the chief marketing officer. His responsibilities at EKF include business development, information technology, community outreach, and client liaison. He is a graduate of the University of Maryland College Park.
Job Titles:
- Director of Portfolio Management
Mrs. Kelly has been in the financial planning business since 1995. She began her career with a firm in Santa Barbara, California, and is a Certified Financial Planner™ Professional.
She is a graduate of the Institute of Certified Financial Planners residency program.
Prior to her career in the financial planning industry, Mrs. Kelly was the financial controller of a non-profit organization and has worked with other United Way organizations.
Originally from Pennsylvania, Mrs. Kelly received her master's degree, with a concentration in financial analysis, from Carnegie Mellon University in Pittsburgh. She earned her bachelor's degree from Westminster College, a liberal arts college outside of Pittsburgh.
Erica Voltaire is a Client Service Associate with Evensky & Katz/ Foldes Wealth Management, where she takes care of setting up new client accounts, processing paperwork, and cashiering. Erica also provides services to wealth managers, financial advisors, and clients by responding and taking care of regular inquiries.
Erica has a strong background in private banking and has worked with other reputable firms such as Fleet Boston Financial and Bank of America International private banking. Her specialties include relationship building as well as providing clients, both internal and external with the highest levels of service, often exceeding their expectations.
In her spare time, Erica enjoys dancing and participating in all kinds of outdoor and water activities.
Job Titles:
- Wealth Manager & Principal
- Wealth Manager at Evensky & Katz / Foldes Financial
John Salter is a partner and wealth manager at Evensky & Katz/ Foldes Financial in the Lubbock, Texas, office where he works with individuals, families, and institutions to meet their financial goals and serves as the chair of the firm's planning committee.
Mr. Salter is also an associate professor in the personal financial planning program at Texas Tech University. Joining the faculty in 2005, he has taught classes in retirement planning, wealth management, and financial planning capstone, among many other subjects.
Mr. Salter's research has been referenced and he has been interviewed for articles in publications such as the Wall Street Journal, the New York Times, Kiplinger's Retirement Report, Bloomberg, MarketWatch, and many others. His research has been published in the Journal of Financial Planning. Mr. Salter has frequently presented at meetings of the Financial Planning Association, the Retirement Income Industry Association, the Retirement Income Symposium, and the National Reverse Mortgage Lenders Association.
Mr. Salter is a member of the Financial Planning Association and is a past president of the West Texas chapter. Mr. Salter is also a member of the Rotary Club of Lubbock, where he previously served on the club's board of directors. He currently serves on the board of Ballet Lubbock and the Junior League of Lubbock Foundation, LLC.
Mr. Salter is a Certified Financial Planner™ Practitioner and holds the Accredited Investment Fiduciary Analyst designation. He earned both Ph.D. and Master of Science degrees in personal financial planning from Texas Tech University, as well as an MBA and Bachelor of Science in chemical engineering. In 2014, he was honored as one of the inaugural "Top 40 under 40" in the Financial Advice industry by Investment News and was honored as a Distinguished Alumni from the Department of Personal Financial Planning at Texas Tech University in 2018.
Job Titles:
- Shareholder
- Wealth Manager & Principal
Joshua Mungavin is a shareholder and financial planner at Evensky & Katz/ Foldes Wealth Management providing investment and wealth planning advice to high net worth individuals and families. He focuses on integrating wealth planning, tax and estate planning, investment management, and philanthropic counsel into a customized strategy to help clients accomplish their life and financial goals. In addition to his core practice, Josh also specializes in helping clients solve personal financial problems such as choosing the optimal credit card, finding high-interest bank accounts, securing personal financing, and managing other items of daily financial concern.
He has been regularly quoted on various financial topics in both local and national media including CBS Channel 4 Miami, Money magazine, MarketWatch, Morningstar Advisor, The Fiscal Times, Investment News, Interest.com, The Allianz Global Investor Newsletter, The State Farm Newsletter, and the Daily Toreador. Josh has also been credited with supporting Deena Katz in the writing of The Complete Guide to Practice Management: Tips Tools & Templates for the Financial Advisor. Further, as part of a special committee with the International Foundation for Retirement Education, he helped revamp the Certified Retirement Counseling designation exam so that the designation could qualify for accreditation.
He started his career in wealth management at EKF in 2007 after seven years of working in the technology sector. Due to his experiences within the technology and wealth management industries, Josh was invited to speak at an annual Financial Planning Tools for Today conference where he participated in a panel addressing technological questions posed by other wealth management professionals. During his technology career, he earned both the Microsoft Certified Professional and Microsoft Certified Technology Specialist designations.
Karen joined Evensky & Katz/ Foldes Financial in June 2015 as the administrative receptionist. In 2020 she was promoted to office administrator. She has worked in the administration field for more than nine years. She believes as the office administrator, one has to become a professional friend to clients, associates, and other members of the public. She is the first person they see coming in, and in most cases, the last they see going out.
As a person who loves giving back to the community, Karen has volunteered at Best Buddies International, a non-profit based here in South Florida that spreads awareness of the difficulties that people with disabilities face. She is also an active member and volunteer at St. Joachim Catholic Church.
Job Titles:
- Senior Financial Advisor & Principal
Katherine Sojo joined Evensky & Katz/ Foldes Wealth Management in 2006. As a Senior Financial Advisor, she works with clients to develop a financial plan that meets their goals and objectives. Katherine is a Certified Financial Planner™ (CFP) and earned a Bachelor of Science degree in international business from Florida International University. Subsequently, she went on to obtain a master's degree in Finance from Florida International University.
Katherine is a Miami native and currently resides with her husband and son in West Kendall. She enjoys reading and spending time with her family as much as she can.
Job Titles:
- Principal
- Senior Vice President
- Member of the Firm 's Management Committee
Very proud of our Katie Salter for receiving Golden Apron Award, second year in a row from...
Katie Salter is principal and senior vice president of Evensky and Katz/ Foldes Wealth Management. Katie is currently a member of the firm's management committee. She earned her bachelor's degree in accounting and finance from Baylor University in 2003 and is currently a licensed CPA. Prior to joining Evensky & Katz/ Foldes, she held positions in healthcare auditing, financial analysis, and as a manager of accounting for a major hospital system's physician's network.
Katie is the 2013 Volunteer of the Year awarded by the Volunteer Center of Lubbock. Katie joined Foster A Life board in 2013. She has been a volunteer with Hospice of Lubbock since 2006, serving on their board for two terms, and is a direct patient volunteer. In 2017, Katie received the Texas-New Mexico Hospice Association Patient Advocate of the Year. Katie has been a member of The Rotary Club of Lubbock since 2010, served as president of the club, and is currently the district foundation chair. She was chosen as the "2017 Rotarian of the Year," awarded by Rotary International District 5730 Governor. Katie has served on the Ballet Lubbock board of directors and Rotary Club of Lubbock board of directors. Katie is currently on the Covenant Foundation board of directors and serves as treasurer on the Lubbock Symphony Orchestra board of directors. Katie is also a member of the city of Lubbock's CIAC - Capital Improvements Advisory Committee.
Katie is a member of AICPA - American Institute of Certified Public Accountants, Lubbock Women's Club, Baylor Women's Network, TSCPA - Texas Society of Certified Public Accountants, and WTWCPA- West Texas Women CPA.
Kaylyn Adams joined Evensky & Katz/ Foldes Wealth Management in June 2017. She is currently a financial advisor, assisting with client relationships, preparation of financial plans, investment policy statements, reports, and implementation of client accounts.
Kaylyn attended Texas Tech University and graduated with an accelerated bachelor's to master's degree in personal financial planning in December 2017, along with a certificate in charitable planning. Kaylyn completed the CFP® process in July of 2019.
Kaylyn resides in Lubbock, Texas, and enjoys spending her free time with friends, family and her dog, Ellsie.
Job Titles:
- Chief Investment Officer / Wealth Manager & Principal.
- Principal of the Private Wealth Management Firm Evensky & Katz / Foldes Wealth Management
Lane Jones is the chief investment officer and a principal of the private wealth management firm Evensky & Katz/ Foldes Wealth Management, in Coral Gables, Florida. He works with individuals and institutions focusing on investment and financial planning issues. Mr. Jones is a Certified Financial Planner™ (CFP) professional and a Chartered Financial Analyst (CFA). He earned his Bachelor of Science in finance with honors from the University of Florida.
Mr. Jones currently chairs the firm's investment committee and sits on the EKF Board of Managers. He previously served as the chief operating officer of E&K-FF as well as director of operations.
Mr. Jones currently sits on the Baptist Health South Florida Investment Committee, which is responsible for the management of the hospital's $3 billion investment portfolio, as well as on the foundation council of the Miami Cancer Institute. He also sits on JPMorgan's RIA Advisory Council. For many years he sat on the executive committee of the Baptist Health Foundation, served as treasurer and chaired their Pediatric Council which focused on Baptist Children's Hospital and children's causes throughout the Baptist Health system. He is a member of the CFA Institute and was a founding member of the board of directors for the Miami-Dade County chapter of the Financial Planning Association (FPA). He served as vice president of the Gold Coast chapter of the American Association of Individual Investors (AAII) for four years ('97-'01) and as an advisor to NASAA on the development of state securities licensing exams.
Mr. Jones was a recurring guest commentator on South Florida's CBS affiliate CBS4 and a part of their "4YourMoney" Team, appearing frequently on local newscasts to comment on current economic and investment topics. He has been quoted numerous times in both local and national media, including the Wall Street Journal, the Financial Times, the Miami Herald, the Sun-Sentinel, the Daily Business Review, Newsweek, Smart Money, Miami Today, and the Nightly Business Report.
Mr. Jones is a lifelong Miami resident and currently resides in South Miami with his wife Macarena and their two children.
Job Titles:
- Certified Financial Planner
- Wealth Manager & Principal
- Wealth Manager at Evensky & Katz / Foldes Financial Wealth Management
Marcos Segrera is a Wealth Manager at Evensky & Katz / Foldes Financial Wealth Management and is currently helping individuals, families, and institutions achieve their investment and financial planning goals. He also serves on our firm's Investment and 401(k) committees. Mr. Segrera belongs to the Miami-Dade County Financial Planning Association (FPA) and works as a volunteer with the Parkinson's Foundation and Legal Services of Greater Miami. Previously, he served as a board member of the YMCA of South Florida, an organization dedicated to building healthy, confident, and secure children, families, and communities in South Florida.
Mr. Segrera is a Certified Financial Planner™ and received his Bachelor of Science in finance from Florida International University. Prior to joining Evensky & Katz / Foldes Financial in 2018, he worked as a financial planner for more than six years at a multi-family registered investment advisor in Miami, where he was part of the advisory team reviewing and analyzing the personal finances of high-net-worth families, corporate executives, and companies. He was also a member of the firm's investment committee and planning committee.
Matt Lawrence began working with Evensky & Katz/ Foldes Wealth Management as an intern the summer of 2017, and came back as an intern for an additional two consecutive summers prior to joining the firm full time in May of 2021. He is currently a Client Service Associate.
He attended Florida State University where he graduated in May 2021 with a Bachelor of Science in economics.
Matt currently resides in Miami where he enjoys spending his time with his friends and producing music.
Job Titles:
- Certified Financial Planner
- Managing Partner / Wealth Manager & Principal.
- Member of the Board of Directors of the Financial Planning Association of Florida
- Principal of Evensky & Katz / Foldes Wealth Management
Matt McGrath is the managing partner and a principal of Evensky & Katz/Foldes Wealth Management. He originally joined the firm as director of planning. He currently heads one of the firm's planning teams, working directly with individuals and institutions - addressing their wealth management and financial planning needs. He is a member of the firm's board of managers and of its investment committee.
Mr. McGrath is an original member of the board of directors of the Financial Planning Association of Florida and has served as president. He is also a founding member of the board of directors of the Financial Planning Association of Miami-Dade and served as its president for two years. He has also served as treasurer of the Gold Coast chapter of the American Association of Individual Investors (AAII).
Mr. McGrath is a Certified Financial Planner tm practitioner and has the distinction of being one of the first to earn his MBA in personal financial planning from the University of Miami after earning his Bachelor of Arts in economics, also from the University of Miami.
Mr. McGrath was a recurring guest commentator on South Florida's CBS affiliate, CBS4, as part of the station's 4 Your Money Team. He is regularly quoted in both local and national media, including Barron's, The Wall Street Journal, The Miami Herald, Sun-Sentinel.com, Miami Today, The New York Post, CNNmoney.com, Bankrate.com, InvestmentNews, TheStreet.com, The Washington Times, Kiplinger.com, AARP The Magazine, CNBC.com, and MSN Money Central. He has also been published in the Journal of Retirement Planning, Financial Planning, and Small Firm Business.
When he is not working, Matt enjoys spending time with his wife, Norma, and their three children. He is also an avid sports fan who can be found cheering on his University of Miami Hurricanes.
Mena Bielow - CFO, Chief Compliance Officer
Job Titles:
- Chief Compliance Officer
- Chief Financial Officer
- Principal
- Chief Financial Officer and Chief Compliance Officer of Evensky & Katz / Foldes Wealth Management
Ms. Bielow is the chief financial officer and chief compliance officer of Evensky & Katz/ Foldes Wealth Management (EKF). She is responsible for EKF's financial reporting and regulatory compliance.
Ms. Bielow joined EKF in 1990 and worked until 1993 for EBI, the firm's broker-dealer. In 1993, after the firm transitioned to fee-only investment advice, Ms. Bielow assumed the duties as office manager and shortly thereafter was named controller of the firm. She became chief compliance officer and chief financial officer in 2004, and partner in 2014.
Job Titles:
- Wealth Manager & Principal With Evensky & Katz / Foldes Wealth Management
Michael Hoeflinger is a Wealth Manager & Principal with Evensky & Katz/Foldes Wealth Management providing investment and wealth planning advice to high net worth individuals and families. He focuses on integrating wealth planning, tax and estate planning, investment management, and philanthropic counsel into a customized strategy to help clients accomplish their life and financial goals. He is a member of the 401(k) committee. Michael is bilingual, English/Spanish, which allows him to provide his services to international clients as well. He has conducted various seminars on investments and financial planning. Michael has been quoted in publications including registered Investment Advisor, Financial Planning, and CFO magazines.
Michael started his career in wealth management in 1994 and joined Evensky & Katz/ Foldes Wealth Management in 2008. He graduated with a degree in Business Administration from Florida International University and has earned the Certified Financial Planner™ designation. He also completed the ASPA C-1, Administrative and Qualified Issues of Retirement Plans.
Michael resides in Miami Shores, Florida, with his wife and three children and enjoys spending time with family and friends while giving back to his community.
Job Titles:
- Portfolio Management Associate
Mr. Scheinberg joined the Evensky & Katz/ Foldes Wealth Management team in June 2012 as a senior client service associate. He attended school at Florida State University, where he graduated with a Bachelor of Science in economics.
Mr. Scheinberg works in the portfolio management, trading, and data management departments where he helps manage clients' portfolios, implementing their portfolio allocations as well as managing the underlying client data.
He currently resides in Coconut Grove, Florida, and enjoys playing basketball, the outdoors, and spending time with friends and family.
Job Titles:
- Wealth Manager & Principal
- Wealth Manager at Evensky & Katz / Foldes
Michael Walsh is a wealth manager at Evensky & Katz/ Foldes where he works with individuals, families, and institutions to meet their financial goals. Michael is a Certified Financial Planner™ Practitioner and currently chairs the firm's 401k Committee.
Before joining the firm, Michael was a co-instructor for several graduate-level classes at Texas Tech University in the department of personal financial planning. Prior to joining the staff at Texas Tech, he was a charitable consultant in New Jersey where he helped nonprofits grow their endowments through current and planned gifts.
Michael earned his bachelor's degree from William Paterson University and holds a master's degree in personal financial planning from Texas Tech University. He is the treasurer of the Coral Gables Community Foundation and is a member of the executive committee and the board of directors for the organization. When Michael is not working he enjoys playing golf, running, and watching his beloved Red Raiders.
Job Titles:
- Marketing Coordinator
- Operations Associate
- Operations Associate / Marketing Coordinator.
Mrs. Painter joined the Evensky & Katz/ Foldes Wealth Management team in March 2011 as front desk receptionist. Since her initial employment, she has held a variety of titles including administrative assistant, office administrator, marketing coordinator, and as of January 2020, her official title is operations associate/marketing coordinator.
She attended the University of Central Florida's Rosen's College of Hospitality Management, where she earned her Bachelor of Science in hospitality management.
Mrs. Painter's prior work experience is primarily hospitality/customer service-based. Previously, she worked as a front desk representative for four-star hotels such as the Gaylord Palms Resort and Convention Center in Kissimmee and the former Peabody in Orlando.
She currently resides in Homestead, Florida, with her husband: Brian, son: Ian, daughter: Julia, and two cats: Charlie & Violet.
Mr. Seis joined the Evensky & Katz/ Foldes Wealth Management team in August 2021. He is currently an operations associate supporting the data, trading and client services departments where he helps manage the underlying client data, implements trades, and helps facilitate client services' needs.
Mr. Seis attended the Martin J. Whitman School of Management at Syracuse University, where he graduated with a Bachelor of Science in finance. He has a forensic accounting background working for a data management company in Miami and also has experience in financial auditing.
Nicholas grew up in Fairfield County, Connecticut, and currently resides in Coral Gables, Florida, and enjoys fishing, golfing, and spending time with family.
Job Titles:
- Director of Business Operations & Principal.
Nyika joined Evensky & Katz / Foldes Wealth Management in 1997. Prior to joining the firm, she spent five years as a manager in the retail industry. Some of her responsibilities with the firm include overseeing quarterly reporting, quarterly billing, custodian relationships, client services, and the overall business operations of the firm. In addition, Nyika spearheads the firm's Portfolio Management, Operations, and Office Administration teams, working with colleagues to improve the processes as well as the overall efficiency of the firm. Nyika graduated from Miami Dade College with a degree in nursing in 2007.
Nyika enjoys singing, photography, and puzzles. She resides in Redland, Florida, with her husband Kevin and their three children.
Job Titles:
- Expert Insight on Life Insurance and Estate Planning / Estate Planning and Life Insurance
Job Titles:
- Senior Financial Advisor
- Senior Financial Advisor & Principal
Ms. Alexander is a senior financial advisor and partner with Evensky & Katz / Foldes handling client analysis with respect to investments, insurance, annuities, college planning, and developing investment policies. She is also a member of the firm's investment committee. Prior to this, she was a senior vice president at Evensky & Katz working with both individual and institutional clients to achieve their investment and financial planning goals. She also monitored financial plans and investment policies for individuals, trusts, pensions, and institutions.
After receiving a bachelor's degree in accounting and business management from the University of the West Indies, she received an MBA at the University of Miami in finance and investments.
Ms. Alexander is also a Chartered Alternative Investment Analyst (CAIA) and a CFP® - Certified Financial Planner Licensee. She completed the Series 65 and Florida State Insurance License and is a Member of the Financial Planning Association (FPA) and a past member of the CFA Institute - formerly the Association for Investment Management & Research (AIMR). In addition, she completed the Accredited Investment Fiduciary® professional designation and is an Accredited Domestic Partnership Advisor.
Ms. Alexander has contributed to local and national media including writing articles for industry publications such as Financial Planning, Journal of Financial Planning, Investment News and Kiplinger. She is also co-author of an article published in Dermatology Business Management magazine and a contributing author to Retirement Income Redesigned: Master Plans for Distribution (Bloomberg 2006).
Past speaking engagements include a talk at Broward Community College exposing students entering the workforce to budgeting and personal financial planning. She presented seminars through the Financial Planning Association on reverse mortgages to a senior citizen community and was involved in "Youth for Tomorrow" (a program organized and sponsored by the Coral Gables Community Foundation and Evensky & Katz to teach children about philanthropy). She was a past vice-chair of the board and finance committee member for the Center for Family & Child Enrichment.
Prior to joining the firm, Ms. Alexander was a partner at a real estate company in Jamaica serving international clients setting up operations in Jamaica. She was responsible for analyzing current market conditions and advising on the best locations based on access, safety, and demographics. Past clients include Burger King, McDonald's, Sandals Resorts, the United States Embassy, the British Embassy, the United Nations, and Shell.
Job Titles:
- Principal of Evensky & Katz / Foldes Wealth Management
- Wealth Manager & Principal
Taylor Gang is a principal of Evensky & Katz/ Foldes Wealth Management and is a member of the firm's board of managers. As a wealth manager, he works with high net-worth families and institutional clients to achieve their investment and financial planning goals. He has served on the firm's investment committee since 2007 and is one of five voting members. He is a Certified Financial Planner™ professional and holds a certificate in Personal Financial Planning from the University of Miami. In addition, he holds the Accredited Investment Fiduciary® professional designation, awarded by the Center for Fiduciary Studies in association with the University of Pittsburgh Joseph M. Katz Graduate School of Business, for expertise in fiduciary responsibility. Mr. Gang also holds a Series 65 Investment Advisor License.
Mr. Gang is passionate about philanthropy and the opportunity to make a positive impact in our collective community. He is immediate past chairman of Make-A-Wish® Southern Florida's board of directors and has served as a member of the executive committee and the finance/investment committee, which he co-chairs, since joining the board in 2010.
Mr. Gang became involved with Make-A-Wish® in 2009 as a volunteer wish grantor, working directly with children battling critical illnesses and their families to help deliver the healing power of a wish. He is the proudest of his contributions in this area and participates in the granting of more than 20 wishes each year as a volunteer wish grantor, donor, and foundation representative. As a board member, Mr. Gang is actively involved in governance, fundraising, and medical outreach, frequently representing the foundation in public.
Mr. Gang and his partners are active in numerous community and professional organizations, including the firm's outreach program, Motivated Youth, which aims to help develop the next generation of philanthropists by promoting philanthropy among junior high and high school students. He is a member of the Financial Planning Association (FPA), the Greater Miami Jewish Federation, the Miami-Dade/Broward Chapter of the American Jewish Committee and he volunteers as a mentor through the University of Miami Hillel.
Mr. Gang was born in Providence, Rhode Island, and grew up in Miami, Florida, attending Gulliver Preparatory School before graduating from Bowdoin College in Brunswick, Maine, with a degree in music. He lives in Miami with his wife and two daughters and his passions include philanthropy, sports, cycling, triathlon, sailing, skiing, tennis, opera, international travel, and collecting wine.