EVANS MAY WEALTH - Key Persons
Alison is a staff accountant who joined the firm in 2020. Alison assists clients with preparing tax returns, assisting clients with bookkeeping, processing payroll for clients, and preparing financial statements for clients. She enjoys building relationships with clients and helping them reach their personal and business goals.
Job Titles:
- PRINCIPAL
- Principal of Evans May Tax and Was Previously a Partner With Rider Kenley & Associates
Beth Bennett is a principal of Evans May Tax and was previously a Partner with Rider Kenley & Associates, the predecessor firm of Evans May Tax. Beth has over 27 years of experience with preparing business and personal tax returns, tax projections, financial statements, and estate returns. Beth is committed to providing the highest level of service to her clients and assisting them with minimizing taxes and providing solutions for complex tax issues.
Beth earned her bachelor's degree in accounting with a minor in business administration from Saint Mary-of-the-Woods College, graduating with a Summa Cum Laude designation. Outside of the office, Beth loves spending time with her three children and two grandsons. Her other favorite activities include walking, reading, and visiting with friends.
Job Titles:
- Attorney
- Certified Public Accountant
- PRINCIPAL
- Principal of Evans May Tax
Brian is a principal of Evans May Tax and was previously the founder of Rider Kenley & Associates, the predecessor firm of Evans May Tax. Brian has been providing tax services to small businesses, individuals, and families for the past four decades. He has worked closely with small business owners in the formation and operation of their businesses. Many of Brian's clients have utilized his services from the inception of their business through a successful sale or transition to the next generation. Brian also works with individuals and families providing tax compliance, tax planning, and retirement planning services.
Brian is an Attorney and Certified Public Accountant (CPA) with degrees from the Indiana University Kelley School of Business and the Indiana University Maurer School of Law. Brian and his wife Susan are members of Northview Church. They live in Noblesville and have two children and five grandchildren.
Managing Partner Brooke V. May, CFP® has been recognized for multiple notable rankings.
Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC, an SEC Registered Investment Advisor. Evans May Wealth is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.
These materials have been independently produced by Evans May Wealth. Evans May Wealth is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates ("Schwab"). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Evans May Wealth provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.
Tax preparation services are offered exclusively by Evans May Tax, a separate and distinct entity from Evans May Wealth, Sanctuary Advisors, LLC, and Sanctuary Securities, Inc. (Sanctuary Wealth). Evans May Wealth and Sanctuary Wealth client agreements do not extend to services provided by Evans May Tax. Neither Evans May Wealth nor Sanctuary Wealth provide tax advice or tax preparation services.
Cassidy has been an administrative assistant with the firm since 2021. Her daily responsibilities include receiving inbound phone calls, greeting and assisting clients, scheduling meetings, and supporting staff.
Christy Field is an Administrative Assistant with over 27 years of experience. She joined the firm in 1996. Christy is passionate about the relationships that she has developed with the clients, the professional staff and the ability to assist in any way that she can. She plays an important role in performing several administrative tasks. In addition to her administrative duties, she also assists with client payroll returns, bookkeeping and has other various skills. Christy lives in Fishers and enjoys spending time with her three children.
Job Titles:
- MANAGING PARTNER
- Founders
Managing Partner Elizabeth E. Evans, CFP ® has been recognized for multiple notable rankings.
As one of the founders of Evans May Wealth, Elizabeth Evans brings a decade of experience in providing financial advice and guidance to highly successful families.
Grace Speckman joined the Evans May Wealth team in 2017 and quickly began pursuing her innate interests in investments, financial planning, and wealth management strategies.
She focuses on protecting and maximizing the wealth her high-net-worth clients have worked hard to build. Grace holds the CERTIFIED FINANCIAL PLANNER™ certification, awarded by the Certified Financial Planner Board of Standards, Inc., as well as a bachelor's degree in Psychology and Economics from Butler University.
Grace takes pride in being a trusted resource for her clients and particularly enjoys breaking down complex issues and concepts in an approachable, practical, and easy to understand manner. Grace has a unique passion for working with equestrians and those involved in all things equine. Being a lifelong hunter/jumper rider herself, she understands firsthand the financial considerations and complexities of owning, riding, and competing.
Grace stays engaged with her alma mater in her current role as secretary of the Facilities Corporation Board of Kappa Alpha Theta and by rooting on the Dawgs at home basketball games. She is also a member of the Contemporary Club of Indianapolis. Grace lives in Carmel with her husband, Jordan, and enjoys riding horses, golfing, reading about classically liberal economics, and attending concerts in her free time.
Job Titles:
- MANAGING PARTNER
- Member of the Tabernacle Presbyterian Church
Ian Flanagan has spent his entire career in the financial services industry serving clients. Ian works one-on-one with the firm's ultra-high-net-worth and high-net-worth clients to help them achieve their investment objectives and legacy goals.
Ian is also responsible for co-leading the firm's public and private market investment platforms. This includes the Evans May Wealth Investing for Growth stock strategy and the Evans May Wealth Dividend Growth stock strategy, as well as numerous third-party investment strategies. Ian screens and vets all private market investment opportunities before presenting them to Evans May Wealth's Investment Committee.
Ian is also responsible for leading the firm's tax services offering, Evans May Tax.
Prior to joining Evans May Wealth, Ian was a Managing Director with KPMG LLP, where he was responsible for structuring and closing multi-billion-dollar private investments in public infrastructure.
Ian holds the Certified Exit Planning Advisor (CEPA®) credential. As a CEPA®, Ian assists Evans May Wealth business-owner clients in maximizing the value of their business in anticipation of a sale or other exit event.
Ian holds a Juris Doctorate and MBA in Finance from DePaul University. He is FINRA-registered holding licenses as a General Securities Principal and Investment Banking Representative, and he is an Investment Advisor Representative.
Ian is a member of the Tabernacle Presbyterian Church. He and his wife Elizabeth Evans live in Carmel with their sons, Jackson and Maxwell.
Job Titles:
- REGISTERED OPERATIONS MANAGER
Jared K. Thorne serves as Evans May Wealth's Registered Operations Manager, responsible for overseeing all aspects of the firm's operations, including overseeing the firm's trading platform, billing systems, account transaction reconciliation, and trade execution. Jared has over 16 years of wealth management experience.
Jared is deeply committed to providing exceptional client service. Along with the rest of the Evans May Wealth team, Jared delivers a family office client service model, ensuring that each client receives unparalleled attention and care.
Prior to joining the Evans May Wealth team, Jared served in similar roles at Merrill Lynch, Merrill Lynch Private Banking and Investment Group, Charles Schwab, and Mass Mutual Investors Services.
Jared is FINRA-registered holding licenses as a General Securities Representative and holds an Indiana Life and Health Insurance license. Jared earned a bachelor's degree in financial counseling and planning from Purdue University. He resides in Noblesville with his wife and their three children.
Job Titles:
- ADMINISTRATIVE OFFICE MANAGER
Job Titles:
- Certified Public Accountant
- MANAGER
Lori Hammer is a Certified Public Accountant (CPA) with over 25 years of experience in tax and accounting. She spent nearly ten years with a regional public accounting firm before joining the firm in 2006. Lori works with a variety of individual, trust, and business clients.
Lori graduated with distinction from Purdue University where she majored in accounting and minored in finance. She lives in Carmel with her husband Bill and their twin sons. Lori enjoys spending time with family and friends, reading, and traveling.
Job Titles:
- REGISTERED WEALTH ASSOCIATE
Michelle Laycock is a Registered Wealth Associate who joined the Evans May Wealth team in 2015. Known for her attention to detail, Michelle meticulously handles a wide range of responsibilities to ensure exceptional client experiences and smooth internal operations. She excels in managing and coordinating tasks such as event planning, expense management, client gifts, office supply maintenance, tax reporting, as well as special projects. Prior to Evans May Wealth, Michelle began her career at Merrill Lynch and boasts over two decades of experience in the financial services industry.
In her personal life, she enjoys maintaining an active lifestyle through regular workouts and treasuring moments with her husband and their three children in Brownsburg, where they reside.
Nichole Carr is a dedicated Senior Wealth Associate who plays a vital role in facilitating the team's day-to-day operations and client service. With a strong focus on delivering exceptional client experiences, she ensures that every task is executed with precision. Prior to joining Evans May Wealth, Nichole earned her associate's degree and went on to achieve a bachelor's degree in Finance.
Having spent her formative years in New Jersey, Nichole's upbringing was influenced by living abroad due to her family's military background. She enjoys traveling and exploring new cuisines with her family. Nichole resides in Pendleton with her husband, Chance, and their twin boys, Easton and Rhys.
Sawyer Stoltz is a Wealth Associate who joined Evans May Wealth in December of 2023. He graduated from Indiana University Purdue University Indianapolis (IUPUI) in 2022, where he earned a Bachelor's degree in finance and was a member of the Men's Basketball Team. Prior to joining the team, Sawyer worked at Charles Schwab as a Registered Brokerage Services Representative. He currently holds the FINRA Series 7 License and the NASAA Series 63 License. Outside of the office, his free time is spent in nature, playing golf, and spending time with friends and family.
Job Titles:
- Certified Public Accountant
- MANAGER
Sharon Eads is a Certified Public Accountant (CPA) with over 30 years of experience in the accounting and tax industry. She has been working in the tax field since 2002 and spent 10 years in corporate accounting before transitioning to individual and small business tax services.
Sharon enjoys working with various client industries and seeing them succeed in their business. She has been a part of the firm for 20 years.
Sharon earned a bachelor's degree in accounting with a minor in economics and art from Indiana University - Purdue University Indianapolis (IUPUI).
She lives in Greenfield with her husband Chris and their five children. Sharon enjoys attending her children's many activities, taking care of the family's garden and chickens, volunteering with local nonprofits, and working toward her 2nd degree black belt in Tae Kwan Do.
Job Titles:
- in 2023 As a Wealth Associate
- WEALTH ASSOCIATE
Stephanie Greenlee joined Evans May Wealth in 2023 as a Wealth Associate. She plays an integral role in client onboarding, account maintenance, performance reporting, and client communications. Prior to joining Evans May Wealth, Stephanie served in the social work field for a decade after receiving her bachelor's degree in Social Work (BSW) from Indiana University. Stephanie also spent time in the retail sector where she was focused on customer service and operations.
Stephanie is an Indianapolis native, where she currently resides with her family. When outside the office, Stephanie enjoys traveling, spending time outdoors, and reading.