Ian J. Flanagan, CEPA ®

Ian Flanagan has spent his entire career in the financial services industry serving clients. Ian works one-on-one with the firm’s ultra-high-net-worth and high-net-worth clients to help them achieve their investment objectives and legacy goals.

Ian is also responsible for co-leading the firm’s public and private market investment platforms. This includes the Evans May Wealth Investing for Growth stock strategy and the Evans May Wealth Dividend Growth stock strategy, as well as numerous third-party investment strategies. Ian screens and vets all private market investment opportunities before presenting them to Evans May Wealth’s Investment Committee.

Ian is also responsible for leading the firm’s tax services offering, Evans May Tax.  

Prior to joining Evans May Wealth, Ian was a Managing Director with KPMG LLP, where he was responsible for structuring and closing multi-billion-dollar private investments in public infrastructure.

Ian holds the Certified Exit Planning Advisor (CEPA®) credential. As a CEPA®, Ian assists Evans May Wealth business-owner clients in maximizing the value of their business in anticipation of a sale or other exit event.

Ian holds a Juris Doctorate and MBA in Finance from DePaul University. He is FINRA-registered holding licenses as a General Securities Principal and Investment Banking Representative, and he is an Investment Advisor Representative.

Ian is a member of the Tabernacle Presbyterian Church. He and his wife Elizabeth Evans live in Carmel with their sons, Jackson and Maxwell.