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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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. 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 recognized by Forbes as the #1 Advisor in Indiana and the #24 Advisor in the United States in the America's Top Next-Generation Wealth Advisors* list for 2022, a list she has been featured on in 2021, 2019, 2018 and 2017. She was named the #1 Female Advisor in Indiana in the America's Top Women Wealth Advisors* list for 2022 and 2021 after being featured on the list in 2019. She has also been listed among the Forbes Best-in-State Wealth Advisors* (2022, 2021 and 2019), and as a Top Wealth Advisor Mom by Shook Research and Working Mother (2021, 2019, 2018 and 2017).
Lizzie previously was a Senior Vice President at Merrill Lynch and also 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, Jackson and Maxwell, in Carmel.
*Forbes “Best-in-State Wealth Advisors” list, 2022, 2021 and 2019. Forbes “America’s Top Women Wealth Advisors” list, 2021, 2019 and 2018. Forbes/SHOOK “America’s Top Next-Generation Wealth Advisors” list, 2022, 2021, 2019, 2018 and 2017. Forbes is a trademark of Forbes Media LLC. All rights reserved. Working Mother/SHOOK Research’s “Top Wealth Advisor Moms” list, 2021, 2019, 2018 and 2017. 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.
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 featured in the Forbes Best-in-State Wealth Advisors list in 2022, 2019 and 2018, Forbes America's Top Women Wealth Advisors list in 2022, 2019 and 2018, and Shook Research and Working Mother's Top Wealth Advisor Moms list in 2021, 2019, 2018 and 2017*.
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.
*Forbes “Best-in-State Wealth Advisors” list, 2022, 2019 and 2018. Forbes “America’s Top Women Wealth Advisors” list, 2022, 2019 and 2018. Forbes is a trademark of Forbes Media LLC. All rights reserved. Working Mother/SHOOK Research’s “Top Wealth Advisor Moms” list, 2021, 2019, 2018 and 2017. 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.
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.
Grace Speckman is a Financial Advisor with over nine years of experience serving clients in the financial services and consulting industries. She joined the practice in 2017. Grace is passionate about being a trusted resource for her clients while managing their investment strategies, financial planning, and overall experience. 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 enjoys staying engaged with Butler in her current role as secretary of the Facilities Corporation Board of Kappa Alpha Theta and by rooting on the Dawgs at home basketball games. She lives in Carmel with her husband Jordan and enjoys riding horses and golfing in her free time.
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.
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.
Nichole is a Senior 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 Noblesville with her husband Chance and their twin boys.
Michael is a Senior Wealth Associate who has been working in administrative and client service roles for financial services organizations for over ten years. Michael holds a FINRA Series 65 license and enjoys the operational side of working in wealth management, always looking for ways to better serve clients.
Michael was excited to return to the Midwest and join Evans May Wealth after having lived in Los Angeles for nearly ten years. He is an avid Chicago sports fan who enjoys cooking, playing guitar, reading about history and economics, and spending time with his fiancée and newborn daughter.
Emily Palmer is a Financial Planner with seven years of experience serving clients in financial services. Prior to joining Evans May Wealth in 2021, she worked at Capital Group, specializing in retirement plans and serving as an internal business consultant on complex issues. She later moved into philanthropy with a focus on charitable trusts.
Emily earned her Bachelor’s degree in Biology and Education from Taylor University, her MBA from Indiana University, and is a CERTIFIED FINANCIAL PLANNERTM professional and Registered Social Security Analyst®.
She resides in Westfield with her husband and daughter.
Kacey Ramsey joined Evans May Wealth in 2021 as a Wealth Associate. An Indianapolis native, she earned her Bachelor of Science degree from the Lacy School of Business at Butler University. While at Butler, she was a cheerleader for the men’s basketball team and a member of the Student Government Association. Kacey’s favorite pastimes are relaxing on sunny beaches around the world and spending time with her family. She currently resides in Indianapolis with her dog Maggie.
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.
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 an independent firm providing 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. Evans May Wealth delivers on its mission by providing a world-class client service experience through its suite of financial planning programs and investment management 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.”
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 2024 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.
Evans May Wealth has selected Charles Schwab & Co., Inc. (“Schwab”) as primary custodian for our clients’ accounts. Schwab has more than 30 years of experience serving independent advisors. Schwab is one of the nation’s leading providers of financial services. Through their operating subsidiaries, they provide securities brokerage, money management and financial advisory services to individual investors, independent investment advisors, and corporate and retirement plan sponsors and participants.
Schwab is financially stable, and they are committed to their continued financial health. Their capital structure and liquidity are sound, and their internal controls and business standards are designed to keep client assets safe. They maintain a disciplined focus on risk management and strive to operate the firm conservatively to minimize investment risks. They know that their success ultimately depends on how they serve all of their clients and their confidence in Schwab. Financial results and more information about Schwab’s business and financial condition can be viewed at any time at www.aboutschwab.com.
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 $1 trillion in client assets among 2,000+ advisory firms across the country.
Find out what we’re seeing as today’s best-in-class investments and most effective tax minimization strategies.