EVOacademy
Archives: EVO Team Members
David J. O’Brien, MBA, CFP®
Dave knows what it takes to create a thoroughly optimal financial life. Just behind protecting the environment, Dave’s primary cause is also his profession. He believes people should be able to expect that all financial advisors are held to the high ethical fiduciary standard. He currently serves on the Commission …
John B. Clair, CFP®
John takes a down-to-earth approach to financial planning, striving to make complicated financial topics feel uncomplicated. John is a CERTIFIED FINANCIAL PLANNER™ Professional (CFP®) and ...
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Stephen E. Fletcher, MBA, CFP®
Stephen Fletcher is a Principal and Lead Financial Planner, responsible for successfully maintaining client relationships, developing and implementing financial plans and investment recommendations while overseeing ...
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Johanna Moya, FPQP®
Johanna is a financial planner at EVOadvisers, bringing over 20 years of experience in the financial services industry. She offers a wealth of expertise to ...
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Jessica Diabo, FPQP®
Jessica Diabo is an experienced client service professional with 10+ years of experience in building client relationships. She prides herself not only in developing incredible ...
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Jack O’Brien, CIMA®
Jack O’Brien joined the EVO team in 2020 as a Portfolio Analyst and has since become the firms Portfolio Manager. He’s helped launch our Environmental, ...
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Kathryn Mundie
Kathryn recently graduated Cum Laude from Virginia Tech with a B.S. in Business in Finance, majoring in Financial Planning and Wealth Management. She returns to ...
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Jessica Fletcher
As our Financial Planning Support Specialist, Jess brings a background of almost a decade of work with non-profits, focusing on operations, client service, process development, ...
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