Evensky & Katz/Foldes Wealth Management

Joseph Tribuiani is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Evensky & Katz/Foldes Wealth Management with three years of industry experience. His prior roles include positions at Raymond James & Associates, Tribuiani Asset Management, and Wells Fargo Advisors Financial Network. Evensky & Katz/Foldes Wealth Management is a fee-only wealth management firm serving individuals, trustees, retirement plans, charities, and small businesses. The firm employs a client-focused wealth-management approach centered on documented goals, combining strategic asset allocation with a core-and-satellite equity framework that utilizes low-cost index funds and ETFs alongside specialty allocations and alternative investments where appropriate.

Taylor Gang is a CFP® professional with 18 years of experience, currently serving as an advisor at Evensky & Katz/Foldes Wealth Management since 2014. He is also the CEO and owner of Northstar Services LLC, a strategic case management firm, and manages financial and tax matters for that business. Additionally, he acts as co-trustee for a family education trust. Evensky & Katz/Foldes Wealth Management is a fee-only advisory firm serving individuals, trustees, retirement plans, charities, and small businesses. The firm employs a wealth-management approach centered on client goals, using a core-and-satellite investment framework that incorporates low-cost index funds, ETFs, and selective alternative allocations.

Michael Hoeflinger is a CFP® with 27 years of industry experience, currently serving as an advisor at Evensky & Katz/Foldes Wealth Management since 2014. He has also been affiliated with Foldes Financial Management, LLC since 2008. Evensky & Katz/Foldes Wealth Management is a fee-only advisory firm providing comprehensive wealth management and financial planning services to individuals, trustees, retirement plans, charities, and small businesses. The firm employs a wealth-management approach centered on documented client goals, combining strategic asset allocation with a core-and-satellite equity framework that emphasizes low-cost index funds and ETFs alongside specialized allocations.

Matthew McGrath is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Evensky & Katz/Foldes Wealth Management since 2014. His credentials include a Series 65 license. Evensky & Katz/Foldes Wealth Management is a fee-only firm that provides comprehensive wealth management and investment advisory services to individuals, trustees, retirement plans, charities, and small businesses. The firm uses a goal-centered approach combining strategic asset allocation with an equity core-and-satellite framework, employing primarily low-cost index funds and ETFs alongside specialized allocations when appropriate.

Michael Walsh is a CFP® professional at Evensky & Katz/Foldes Wealth Management with eight years of industry experience. He has worked exclusively with the firm since 2016. Evensky & Katz/Foldes Wealth Management provides fee-only wealth management and investment advisory services to individuals, trustees, retirement plans, charities, and small businesses. The firm employs a wealth-management approach centered on client goals, strategic asset allocation, and a core-and-satellite equity framework using primarily low-cost index funds and ETFs supplemented by specialty allocations and alternative investments where appropriate.

David Garcia is a CFP® and Series 65 credentialed advisor with 17 years of industry experience. He has been with Evensky & Katz/Foldes Wealth Management since 2014. The firm provides fee-only wealth management and investment advisory services to a diverse client base, including high net-worth individuals, trustees, pension plans, and small businesses. Evensky & Katz/Foldes Wealth Management employs a wealth-management approach focused on client goals, using strategic asset allocation with a core-and-satellite equity framework and a mix of low-cost index funds, ETFs, and specialty allocations.

Marcos Segrera is a CFP® and Series 65-licensed financial advisor with 14 years of industry experience. He has been with Evensky & Katz/Foldes Wealth Management since 2018 and previously worked at Western International Securities, Inc. and Loyola Asset Management LLC. Segrera is a founding member of the YMCA Young Professionals in Miami. Evensky & Katz/Foldes Wealth Management provides fee-only wealth management and investment advisory services to individuals, trustees, pension and profit-sharing plans, charities, and small businesses. The firm emphasizes a wealth-management approach centered on client goals, combining strategic asset allocation with an equity core-and-satellite framework, using primarily low-cost index funds and ETFs supplemented by specialty allocations and alternative investments where suitable.

John Salter is a CFP® professional with 18 years of industry experience, currently serving at Evensky & Katz/Foldes Wealth Management since 2014. Prior to this, he was affiliated with Texas Tech University for 19 years. Outside of advising, he is co-owner and President of Salter Precision Machining, a manufacturing company based in Katy, Texas. Evensky & Katz/Foldes Wealth Management is a fee-only advisory firm serving individuals, trustees, retirement plans, charities, and small businesses. The firm employs a wealth-management approach centered on client goals, using a core-and-satellite portfolio strategy with low-cost index funds and ETFs supplemented by specialty allocations and alternative investments where appropriate.

Marcus Carbajal is a CFP® professional with experience at Evensky & Katz/Foldes Wealth Management since 2022. Prior to joining the firm, he worked at 1st Convenience Bank and held positions at Texas Tech University and Texas Tech Hospitality Services. Evensky & Katz/Foldes Wealth Management provides fee-only wealth management and investment advisory services to individuals, trustees, retirement plans, charities, and small businesses. The firm employs a wealth-management approach centered on client goals, using strategic asset allocation with a core-and-satellite equity framework that incorporates low-cost index funds and ETFs alongside specialty and alternative investments where appropriate.

Deana Kelly is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Evensky & Katz/Foldes Wealth Management since 2014. She holds Series 63 and Series 65 licenses and is based in Coral Gables, FL. Evensky & Katz/Foldes Wealth Management provides fee-only wealth management and investment advisory services to individuals, trustees, retirement plans, charities, and small businesses. The firm employs a wealth-management approach centered on client goals, strategic asset allocation, and an equity core-and-satellite framework, utilizing primarily low-cost index funds and ETFs supplemented by specialty allocations and alternative investments where appropriate.

Kaylyn Adams is a CFP® professional at Evensky & Katz/Foldes Wealth Management with six years of industry experience. She has been with the firm since 2017, including time spent at Texas Tech University prior to her advisory role. Evensky & Katz/Foldes Wealth Management provides fee-only wealth management and investment advisory services to individuals, trustees, retirement plans, charities, and small businesses. The firm employs a wealth-management approach centered on documented client goals, combining strategic asset allocation with an equity core-and-satellite framework using primarily low-cost index funds and ETFs alongside specialty allocations and alternative vehicles where appropriate.

Michael Antczak is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Evensky & Katz/Foldes Wealth Management since 2024. His prior roles include positions at Goldman Sachs & Co. LLC and Bank of America. Evensky & Katz/Foldes Wealth Management is a fee-only advisory firm that provides comprehensive wealth management and financial planning services to individuals, trustees, retirement plans, charities, and small businesses. The firm uses a strategic asset allocation approach centered on client goals, combining low-cost index funds and ETFs with specialty allocations and alternative investments where appropriate.

Alejandro Ruiz is a CFP® and Series 66 licensed financial advisor with three years of industry experience. He is currently with Evensky & Katz/Foldes Wealth Management in Coral Gables, FL, where he has worked since 2021. Prior to his financial advisory career, he held roles at the University of Miami, Gibson Bethel Community Center, and Belen Jesuit School. Evensky & Katz/Foldes Wealth Management is a fee-only wealth management firm serving individuals, trustees, retirement plans, charities, and small businesses. The firm employs a wealth-management approach focused on client goals, combining strategic asset allocation with a core-and-satellite equity framework, utilizing primarily low-cost index funds and ETFs alongside selective alternative investments.

Joshua Mungavin is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Evensky & Katz/Foldes Wealth Management in Coral Gables, FL. He has been with the firm since 2014. Evensky & Katz/Foldes Wealth Management provides fee-only wealth management and investment advisory services to individuals, trustees, retirement plans, charities, and small businesses. The firm uses a wealth-management approach centered on client goals, combining strategic asset allocation with an equity core-and-satellite framework that includes low-cost index funds and ETFs alongside specialty allocations and alternative investments where appropriate.

Katherine Sojo Trujillo is a CFP® and holds a Series 65 license with 10 years of industry experience. She has been with Evensky & Katz/Foldes Wealth Management since 2015. Evensky & Katz/Foldes Wealth Management is a fee-only advisory firm serving individuals, trustees, retirement plans, charities, and small businesses. The firm uses a wealth-management approach centered on client goals, combining strategic asset allocation with core-and-satellite portfolios primarily composed of low-cost index funds and ETFs.