We’re incredibly grateful for the opportunity to continue growing and serving our amazing clients. Our top priority has always been to deliver the ultimate client experience, and we couldn’t do that without our dedicated team members who share that client-first mentality.
We are very excited to welcome Amy Hlavacek, CFP®, CPA to our team. She joins us with nearly 25 years of experience and a love for building deep relationships with clients.
As a Senior Financial Advisor, Amy brings her unique skill set combining her Certified Public Accountant (CPA) and Certified Financial Planner (CFP®) certifications to bring you a holistic approach to your taxes and wealth.
Please join us in welcoming Amy to the team! 🎉
You can connect with her at [email protected] or (317) 688-9294.
Transcript:
I’m excited to share that I’m starting a new role as Senior Financial Advisor with Evans May Wealth.
Why am I excited? This role allows me to focus completely on what I love most: building deep relationships with clients and bringing custom tax and financial planning strategies to help them thrive. I am eager to use my 25 years of experience to help bring new and impactful ideas to the team, and work with a talented group of individuals to help execute those strategies for our clients.
Thank you to all those who have helped me throughout my career, and I look forward to connecting with you soon.
