Lubbock, TX S Loop 289 Office

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.

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.

Anne Bednarz is a CFP® professional with 12 years of industry experience, currently working at Evensky & Katz/Foldes Wealth Management since 2014. She is based in Lubbock, TX. 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 provides comprehensive financial planning and discretionary portfolio management, employing an equity core-and-satellite investment approach focused on low-cost index and ETF cores combined with select active and alternative allocations.