Meet the Team

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, and marketing. She brings an attention to detail and pursuit of excellence to the EVO team that will serve our clients very well!

When not working at EVO, Jess stays busy with two children, Daphne & Winston, at home, preferably with a good cup of coffee and fresh sunflowers close by. Jess enjoys living in Williamsburg, Virginia with easy access to Richmond.

Meet the Team

Financial Planner

Taylor Schmaltz, MBA, CFP®

Director of Operations

Jessica Diabo, FPQP®

Portfolio Manager

Jack O’Brien, CIMA®

Financial Planning Associate

Kathryn Mundie

Financial Planning Support Specialist

Jessica Fletcher

Future-proof your finances. Let's Connect.