eMoney

As part of our technology-enabled client experience, we use eMoney Advisor’s breakthrough software to help our clients maintain financial clarity. The platform includes an intuitive interface that you can view on any device, and planning and collaboration tools that help simplify the wealth management process.

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Charles Schwab

We partnered with Charles Schwab to provide custodial services and back office support for Evans May Wealth. In addition to the company’s strength, size and industry reputation, it was founded on the principles of safety and soundness and takes extraordinary measures to ensure client assets are secure.

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Who We Are

Your Advisory Team

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Elizabeth E. Evans

Elizabeth E. Evans, CFP®

Managing Partner

Elizabeth E. Evans is a Managing Partner of Evans May Wealth.

Prior to transitioning Evans May Wealth to Sanctuary Wealth, Lizzie was a Senior Vice President at Merrill Lynch where she and partner, Brooke V. May, managed $750 million for 225 families. While at Merrill Lynch, Lizzie was consistently ranked in the top quintile of financial advisors nationwide. She was most recently featured in Forbes Magazine’s Best-in-State Wealth Advisors in January 2019 and Forbes America’s Top Women Wealth Advisors in April 2019*.

Lizzie holds the CERTIFIED FINANCIAL PLANNER™ certification, which is awarded by the Certified Financial Planner Board of Standards, Inc., and enables her to take a planning-oriented approach to wealth management.

Previous to Merrill Lynch, Lizzie worked in private equity and sell-side consulting. She graduated cum laude from Indiana University’s Kelley School of Business. A 2019 Make-A-Wish honoree, Lizzie is also a member of Tabernacle Presbyterian church and has served on the board of directors at the Columbia Club. She and her husband, Ian Flanagan, live with their son in Indianapolis, Indiana.

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Brooke V. May

Brooke V. May CFP®

Managing Partner

Brooke V. May first joined the financial services industry in 2000. She held wealth advisory roles in New York and Florida before returning to her hometown of Indianapolis in 2006.

Today she is a Managing Partner of Evans May Wealth, working alongside Elizabeth Evans and their in-house team to provide comprehensive wealth guidance to a select group of clients. Brooke holds the CERTIFIED FINANCIAL PLANNER™ certification, awarded by the Certified Financial Planner Board of Standards, Inc., as well as a bachelor’s degree from Indiana University. Her industry experience and planning expertise enable her to deliver highly customized wealth advice, with a specialized focus on planning for and living in retirement. She was most recently featured in Forbes Magazine's Best-in-State Wealth Advisors in January 2019 and Forbes America’s Top Women Wealth Advisors in April 2019*.

Brooke and her family live in Indianapolis. She sits on the board of directors at Indy Premier Soccer Club and is a 2019 Make-A-Wish honoree.

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Ian J. Flanagan

Ian J. Flanagan

Managing Partner

Ian J. Flanagan joined Evans May Wealth in 2019 with a shared vision for the value that is possible in the independent space. He introduced a new dimension to the service capabilities of Evans May Wealth.

In addition to managing client relationships, Ian focuses on investments outside of the public markets, including private equity, venture capital and real estate.

Previously, Ian was a Managing Director at a major financial services firm where he advised on over $10 billion in transactions. In this role, he advised C-level executives in structuring transactions and investments in the infrastructure sector for over a decade.

Ian holds a Juris Doctorate and MBA in Finance from DePaul University. He is a FINRA Registered General Securities Principal and an Investment Banking Representative.

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Jared K. Thorne

Jared K. Thorne

Registered Operations Manager

Jared K. Thorne is a Registered Representative with over 12 years of wealth management experience. He joined the practice in 2014 and serves as the Operations Manager for Evans May Wealth. Jared oversees operations for the team, helping to ensure a family office client service model for every client. Prior to entering the independent space with Evans May Wealth, he worked at Merrill Lynch, Charles Schwab, and Mass Mutual Investors Services. Jared holds an Indiana Life and Health Insurance license and earned a Bachelor’s degree in financial counseling from Purdue University. Jared and his family reside in Noblesville, Indiana.

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Madeline G. Speckman

Madeline G. Speckman

Registered Senior Wealth Associate

Madeline G. Speckman is a Registered Representative with over eight years of experience serving clients in the financial services and consulting industries. She joined the practice in 2017 and serves as a Senior Wealth Associate. Madeline oversees client service support and assists with investment management and financial planning. Prior to entering the independent space with Evans May Wealth, she worked at Merrill Lynch. Madeline earned a Bachelor’s degree in psychology and economics from Butler University. She lives in Carmel, Indiana, with her husband, Jordan.

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Michelle L. Laycock

Michelle L. Laycock

Registered Wealth Associate

Michelle L. Laycock is a Registered Representative with 20 years of wealth management experience. Michelle joined the practice in 2015 and serves as Wealth Associate. Michelle is responsible for daily coordination with clients, supporting investment management and financial planning, and supporting operations for the team. Prior to entering the independent space with Evans May Wealth, she worked at Merrill Lynch. Michelle is consistently recognized for providing exceptional client service. She lives in Brownsburg, Indiana with her husband, Josh, and their three children.

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Hanna Jackson

Hanna Jackson

Registered Wealth Associate

Hanna joined the Evans May Wealth team as a Registered Wealth Associate in 2019 with over two years of experience in the wealth management industry. She provides client service and investment management support, as well as daily operations and administration. A creative at heart, Hanna earned a Bachelor’s degree in piano performance from Eastern University in Philadelphia. She currently resides in Noblesville with her husband, James, and their four cats, Kitten, Rocket Man, Bennie Jet, and Tiny Dancer.

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Accomplishments and Accolades

As a result of the trust clients have placed in us, we are humbled to be recognized by some of the most well-respected publications in the industry.

 

Elizabeth E. Evans has been named*:

  • A Best-in-State Wealth Advisor by Forbes in 2019
  • One of America’s Top Women Wealth Advisors by Forbes in 2019
  • An America’s Top Next-Generation Wealth Advisor by Forbes in 2017 and 2018
  • A Top Wealth Advisor Mom by SHOOK Research and Working Mother in 2017 and 2018

Brooke V. May has been named*:

  • A Best-in-State Wealth Advisor by Forbes in 2018 and 2019
  • One of America’s Top Women Wealth Advisors by Forbes in 2018 and 2019
  • A Top Wealth Advisor Mom by SHOOK Research and Working Mother in 2017 and 2018
 
*Sources: Forbes “Best-in-State Wealth Advisors” list, February 2018 and February 2019. Forbes “America’s Top Women Wealth Advisors” list, April 2018 and April 2019. Forbes/SHOOK “America’s Top Next-Generation Wealth Advisors” list, July 2017 and July 2018. Forbes is a trademark of Forbes Media LLC. All rights reserved. Working Mother/SHOOK Research’s “Top Wealth Advisor Moms” list, September 2017 and September 2018. SHOOK Research is a trademark of SHOOK Research, LLC. All rights reserved. The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome.
OUR STORY

Evans May Wealth is a well-established, experienced wealth management team with the longevity to navigate the complexities of your wealth through your retirement and beyond.

As a registered independent advisory firm with decades of experience, the team specializes in providing wealth planning for families, executives, and business owners.

Evans May Wealth evolved out of the wirehouse world and is now partnered with Sanctuary Wealth and Charles Schwab to provide clients with the ultimate wealth management experience, financial security, asset protection, and cutting-edge technology. The firm is focused on helping clients navigate the complexities of their financial lives. Today, as an independent firm, Evans May Wealth continues to deliver on this mission, providing a world-class client service experience through its suite of financial planning programs and areas of expertise.

“This practice has always been a part of my life, and it’s our goal to carry forward this legacy for many years to come. Our clients often frame their priorities in terms of future generations, and we share that mindset.”

Elizabeth E. Evans, CFP®
Managing Partner
OUR PARTNERS

Relationships that empower our clients.

Thriving firms create operational discipline by institutionalizing their businesses. Leveraging the scale and the resources of an elite network allows us to elevate the capabilities of our team while reinvesting time where it creates the most value – with clients. We’ve searched the industry and selected best-of-class providers and platforms, which have become valued partners empowering us to do more. Importantly, we have selected Charles Schwab to serve as custodian of our clients’ assets due to their financial strength, security and integrity. The U.S. government has deemed Charles Schwab one of the country’s nine systemically important financial institutions.

Cerulli Associates reports that by 2020 nearly one third of all client assets in the U.S. will be managed by Registered Investment Advisors (RIAs), and it’s partnerships like the ones we’ve established that are empowering independent firms and their clients to thrive.

 

Sanctuary Wealth is a hybrid financial firm defined by its unique open platform, Partnered IndependenceSM. Sanctuary has developed an elite network of advisors who, like Evans May Wealth, knew that independence was the best option for their team and their clients.

Through Partnered IndependenceSM, we’ve gained the freedom, flexibility and control of an independent fiduciary, yet we have the support systems we need to keep our focus on our clients, and we have access to the best-in-class specialists and resources we need to deliver a comprehensive wealth management experience.

We partnered with Charles Schwab to provide custodial services and back office support for Evans May Wealth. In addition to the company’s strength, size and industry reputation, it was founded on the principles of safety and soundness and takes extraordinary measures to ensure client assets are secure.

One of the largest and most trusted custody firms in the country, Charles Schwab has generated over $11 billion in net revenues and $3.6 trillion in total client assets. The United States government has deemed Charles Schwab one of the country’s nine systemically important financial institutions.

As part of our technology-enabled client experience, we use eMoney Advisor’s breakthrough software to help our clients maintain financial clarity. The platform includes an intuitive interface that you can view on any device, and planning and collaboration tools that help simplify the wealth management process.

eMoney serves more than 2.9 million investors, tracks more than $2 trillion in aggregated assets and is used by 46 out of the nation’s top 50 broker-dealers.

Another important aspect of our technology platform is Orion’s integrated solution for personalized reporting, trading and portfolio rebalancing. Their service is perfect for firms like ours, because we tailor portfolios specific to each client’s needs. With unique tech capabilities like apps, video portfolio reviews and digitized reporting, we can implement our fully personalized wealth management process in a manner that is efficient and convenient for our clients.

For the last 20 years, Orion has been helping advisors deliver custom financial solutions efficiently. Their relationships represent $650 billion in client assets among 1,500+ advisory firms across the country.

 

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