Evensky & Katz/Foldes Wealth Management

Joseph Tribuiani is a CFP® and Series 66-registered advisor at Evensky & Katz/Foldes Wealth Management with four years of industry experience. He previously worked at Raymond James & Associates, Tribuiani Asset Management, and Wells Fargo Advisors. His background also includes roles in education at Boston College and Seacrest Country Day School. Evensky & Katz/Foldes Wealth Management is a fee-only, fiduciary firm serving high-net-worth individuals, families, trusts, estates, charitable organizations, and retirement plans. The firm employs a core-and-satellite equity approach with emphasis on tax- and cost-efficient portfolio management supported by comprehensive financial planning and consulting services.

Taylor Gang is a CFP® professional with 19 years of industry experience, currently serving at Evensky & Katz/Foldes Wealth Management since 2014. Prior to that, Taylor worked at Brightscape Investment Centers. Outside of advising, Taylor is CEO and owner of a strategic case management business, NORTHSTAR SERVICES LLC, and also manages tax and financial matters for other private entities. Evensky & Katz/Foldes Wealth Management is a fee-only, fiduciary firm serving high-net-worth clients, including individuals, families, trusts, and charitable organizations. The firm employs a comprehensive planning process supported by a written Investment Policy Statement and uses an equity core-and-satellite portfolio management approach emphasizing tax efficiency and a combination of index, ETF, and alternative investments.

Michael Hoeflinger is a CFP® professional with 28 years of industry experience. He has been with Evensky & Katz/Foldes Wealth Management since 2014 and previously worked at Foldes Financial Management and Ingham Retirement Group. Evensky & Katz/Foldes Wealth Management is a fee-only, fiduciary firm serving high-net-worth individuals, families, trusts, estates, charitable organizations, and retirement plans. The firm employs an equity core-and-satellite investment approach with a focus on low-cost index and ETF cores alongside select active and alternative strategies, managing roughly $3.2 billion for about 1,165 clients across 22 advisors.

Matthew McGrath is a CFP®-certified financial advisor with 24 years of industry experience. He has been with Evensky & Katz/Foldes Wealth Management since 2014. Evensky & Katz/Foldes Wealth Management is a fee-only fiduciary firm serving high-net-worth individuals, families, trusts, estates, charitable organizations, and retirement plans. The firm uses a core-and-satellite equity approach with tax- and cost-efficient portfolio monitoring and offers comprehensive planning, discretionary management, and specialized consulting services.

Michael Walsh is a CFP® professional with nine years of experience, currently serving at Evensky & Katz/Foldes Wealth Management. He has been with the firm since 2016. Evensky & Katz/Foldes Wealth Management is a fee-only, fiduciary wealth management firm that serves high-net-worth individuals, families, trusts, estates, charitable organizations, and retirement plans. The firm employs a core-and-satellite investment approach, emphasizing low-cost index and ETF cores combined with select active, taxable-advantaged, and alternative allocations.

David Garcia is a CFP® certificant with 18 years of experience in financial advising. He has been with Evensky & Katz/Foldes Wealth Management since 2014. Evensky & Katz/Foldes Wealth Management is a fee-only, fiduciary firm serving high-net-worth individuals, families, trusts, estates, charitable organizations, and retirement plans. The firm employs an equity core-and-satellite investment approach focused on low-cost index and ETF cores combined with select active and alternative allocations, guided by detailed planning and ongoing monitoring.

Marcos Segrera is a CFP® professional with 15 years of experience in the financial services industry. He is currently with Evensky & Katz/Foldes Wealth Management and has been with the firm since 2018. Prior to that, he worked at Western International Securities, Inc. and Loyola Asset Management LLC. He is a founding member of the YMCA Young Professionals group. Evensky & Katz/Foldes Wealth Management is a fee-only, fiduciary firm serving high-net-worth individuals, families, trusts, estates, charitable organizations, and retirement plans. The firm emphasizes comprehensive financial planning and portfolio management using a core-and-satellite investment approach incorporating low-cost index funds, tax-efficient strategies, and independent manager selection.

John Salter is a CFP® professional with 18 years of industry experience. He has been with Evensky & Katz/Foldes Wealth Management since 2014 and previously worked at Texas Tech University from 2005 to 2024. Outside of financial advising, he is co-owner and president of Salter Precision Machining, a manufacturing company in Katy, Texas. Evensky & Katz/Foldes Wealth Management is a fee-only, fiduciary wealth management firm serving high-net-worth clients, including individuals, families, trusts, estates, charitable organizations, and retirement plans. The firm employs an equity core-and-satellite investment approach with a focus on low-cost index and ETF cores combined with select active and alternative strategies, guided by a written Investment Policy Statement.

Marcus Carbajal is a CFP® professional at Evensky & Katz/Foldes Wealth Management with one year of industry experience. Prior to joining the firm, he worked at 1st Convenience Bank and held positions in hospitality services and education while attending Texas Tech University. Evensky & Katz/Foldes Wealth Management is a fee-only fiduciary firm serving high-net-worth individuals, families, trusts, estates, charitable organizations, and retirement plans. The firm employs a core-and-satellite investment approach focused on low-cost index and ETF strategies combined with selective active and alternative allocations, supported by comprehensive financial planning and discretionary portfolio management.

Deana Kelly is a CFP®-certified financial advisor at Evensky & Katz/Foldes Wealth Management with 24 years of industry experience. She has been with Evensky & Katz/Foldes Financial since 2014. Evensky & Katz/Foldes Wealth Management is a fee-only fiduciary firm serving high-net-worth individuals, families, trusts, estates, charitable organizations, and retirement plans. The firm emphasizes comprehensive financial planning and discretionary portfolio management using an equity core-and-satellite approach with a focus on tax- and cost-efficient strategies.

Kaylyn Adams is a CFP® professional with seven years of industry experience, currently serving as an advisor at Evensky & Katz/Foldes Wealth Management. She has been with the firm since 2017 and is based in Lubbock, Texas. Evensky & Katz/Foldes Wealth Management is a fee-only, fiduciary firm advising high-net-worth individuals, families, trusts, and retirement plans. The firm uses a comprehensive planning process and an equity core-and-satellite portfolio approach that emphasizes low-cost index and ETF cores alongside select active and alternative investments.

Michael Antczak is a CFP®-credentialed financial advisor with 13 years of industry experience. He is currently with Evensky & Katz/Foldes Wealth Management and previously held roles at Goldman Sachs & Co. LLC, Bank of America, Merrill, PNC Wealth Management, and Morgan Stanley. Evensky & Katz/Foldes Wealth Management is a fee-only, fiduciary firm serving high-net-worth individuals, families, trusts, estates, charitable organizations, and retirement plans. The firm employs a core-and-satellite investment approach focused on low-cost index and ETF cores combined with select active and alternative strategies, guided by a written Investment Policy Statement and ongoing tax- and cost-efficient monitoring.

Alejandro Ruiz is a CFP® professional with four years of industry experience, currently serving at Evensky & Katz/Foldes Wealth Management. He has been with the firm since 2021 and previously worked at Equitable Advisors. Evensky & Katz/Foldes Wealth Management is a fee-only fiduciary firm serving high-net-worth individuals, families, trusts, estates, charitable organizations, and retirement plans. The firm employs a core-and-satellite portfolio management approach emphasizing low-cost index and ETF investments alongside select active and alternative allocations, supported by comprehensive financial planning and independent manager selection.

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 and its predecessor entities since 2011. Evensky & Katz/Foldes Wealth Management is a fee-only, fiduciary wealth management firm serving high-net-worth individuals, families, trusts, estates, charitable organizations, and retirement plans. The firm uses a written Investment Policy Statement to guide a core-and-satellite portfolio approach that combines low-cost index and ETF cores with select active and alternative strategies, emphasizing tax- and cost-efficient management.

Katherine Sojo Trujillo is a CFP® and Series 65-registered financial advisor at Evensky & Katz/Foldes Wealth Management with 11 years of industry experience. She has been with Evensky & Katz/Foldes Financial since 2015. Evensky & Katz/Foldes Wealth Management is a fee-only, fiduciary firm serving high-net-worth individuals, families, trusts, estates, charitable organizations, and retirement plans. The firm employs a disciplined, equity core-and-satellite investment approach focused on tax and cost efficiency, managing approximately $3.2 billion for about 1,165 clients across 22 advisors.