Professional Overview
Evelyn Lukianuk is a seasoned finance professional currently serving as the Director of Financial Planning. Her key expertise areas include financial planning, tax strategy, and wealth building, with a focus on the real estate and private equity industries.
Experience Summary
Current Role
Evelyn Lukianuk is currently the Director of Financial Planning at Amon & Associates, a position she has held since June 2024. In addition to this role, she also works as a Tax, Financial, and Wealth Building Strategist at Zuk Company, Inc, a position she has held since April 2017. Her current responsibilities include developing and implementing comprehensive financial plans for clients and providing strategic tax and financial guidance.
Career Progression
Evelyn's career progression showcases her growth and expertise in the financial industry. Notable previous roles include serving as a CPA in Real Estate at DiCicco, Gulman & Company from 2015 to 2017, and as a CPA in Real Estate and Private Equity at EY from 2013 to 2015. She began her career as a CPA in Individual Tax at PwC from 2011 to 2013. These roles have contributed to her expertise in tax strategy, financial planning, and wealth management.
Areas of Expertise
Evelyn's areas of expertise include:
- Industry-specific skills: Real estate and private equity
- Technical competencies: Tax strategy, financial planning, and wealth management
- Leadership and management capabilities: Strategic guidance, team leadership, and client relationship management
Professional Impact
Although specific project details and initiatives are not available, Evelyn's experience and expertise have likely contributed to the success of her clients and the growth of her professional network.
Conclusion
Evelyn Lukianuk's professional trajectory demonstrates her expertise and commitment to the financial industry. Currently, she is focused on providing strategic financial guidance to her clients. Her value proposition lies in her ability to develop and implement comprehensive financial plans, leveraging her expertise in tax strategy, financial planning, and wealth management.