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.Log In to eMoney
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.Log In to Charles Schwab
As one of the founders of Evans May Wealth, Lizzie brings a decade of experience in providing financial advice and guidance to highly successful families. She previously was a Senior Vice President at Merrill Lynch where she and partner Brooke V. May managed $750 million for 225 families.
Lizzie has worked closely with affluent families and individuals, helping families grow and protect their wealth as life evolves. Lizzie holds the CERTIFIED FINANCIAL PLANNER™ certification, which is awarded by the Certified Financial Planner Board of Standards, Inc., and enables her to provide tailored financial solutions designed to meet the complex and diverse needs of each client.
Lizzie was named to the Forbes “Best-in-State Wealth Advisors” ranking in 2021 and 2019, the Forbes “America’s Top Women Wealth Advisors” list in 2021 and 2019, and the Forbes/Shook “America’s Top Next-Generation Wealth Advisors” in 2019, 2018, and 2017. She was also named a “Top Wealth Advisor Mom” by SHOOK Research and Working Mother in 2019, 2018, and 2017.
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 part of the leadership council for the Central Indiana Community Foundation. She and her husband Ian Flanagan live with their two sons in Carmel.
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 Fishers. Outside of the office, her time is spent watching youth sports and enjoying the outdoors. Brooke is a 2019 Make-A-Wish honoree and is passionate about clean water projects abroad.
Ian is a Managing Partner of Evans May Wealth and has worked in the financial services industry since 2007.
In addition to working one-on-one with clients, Ian focuses on leading the firm’s public and private market investments. This includes Evans May Wealth’s proprietary investment strategies – the Evans May Wealth Investment for Growth strategy and the Evans May Wealth Dividend Growth strategy – as well as numerous third-party investment strategies that Evans May Wealth employs for its clients. Ian screens and vets all private market investment opportunities before presenting them to Evans May Wealth’s Investment Committee for consideration. Ian’s background is investment analytics, due diligence, and investment and transaction structuring.
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 a FINRA-registered General Securities Principal, Investment Banking Representative, and SEC registered Investment Advisor.
Ian is a member of the Tabernacle Presbyterian Church. He and his wife Elizabeth Evans live in Carmel with their sons, Jackson and Maxwell.
Jared K. Thorne is a Registered Representative with over 14 years of wealth management experience. He joined the practice in 2014 and services 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, Jared worked at Merrill Lynch, Merrill Lynch Private Bank and Investment Group, Charles Schwab, and Mass Mutual Investors Services. Jared holds a Bachelor’s degree in financial counseling and planning from Purdue University, a Indiana Life and Health Insurance license, and he is a SEC registered Investment Advisor. Jared and his family reside in Noblesville.
Grace 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. Grace 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. Grace earned a Bachelor’s degree in psychology and economics from Butler University. She lives in Carmel with her husband Jordan, and enjoys riding horses and golfing in her free time.
Michelle L. Laycock is a Registered Representative with 22 years of wealth management experience. Michelle joined the practice in 2015 and serves as a 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 with her husband Josh and their three children.
Hanna joined the Evans May Wealth team as a 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.
Nichole is a Wealth Associate focusing on supporting the team’s day-to-day operations. She prioritizes the client experience and makes sure that each task at hand is performed accurately. Prior to joining Evans May Wealth, she earned an Associate’s degree and is currently working on completing her Bachelor’s degree.
Nichole is originally from New Jersey but has grown up around the world due to her family’s military background. She and her husband actively participate in the non-profit Team Red, White and Blue (“RWB”). RWB provides support to veterans transitioning out of the military. Nichole enjoys trying new foods and learning about different cultures by traveling. She lives in Indianapolis with her husband Chance and their two dogs.
“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.”
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.
Find out what we’re seeing as today’s best-in-class investments and most effective tax minimization strategies.