Meet the Team

John B. Clair, CFP®

John empowers his clients, making complicated financial planning uncomplicated. It’s a no-nonsense down-to-earth approach folks can depend on.

He’s got the right training, but also the passion. John is a CERTIFIED FINANCIAL PLANNER™ Professional (CFP®) and Magna Cum Laude graduate in Finance from Virginia Tech, with a Certificate in Financial Planning from Virginia Commonwealth University. His greatest fulfillment comes after meeting with a client and seeing they’ve made unmistakable progress together.

In 2016, John co-founded EVOadvisers – a continuation of Clair Financial Management, a Fee-Only Registered Investment Advisory and Financial Planning firm he founded after many years at GE in Financial Planning & Analysis roles. He gained valuable experience in diverse and global markets on assignments in locales ranging from Utah to Sweden. During those 10 years at GE, he learned the skills but felt he wasn’t close enough to real people, and that’s not who he wanted to be.

John doesn’t settle for mediocrity, in his own life or for his clients. He works tirelessly to truly get to know, understand and support his clients. He strives to help clients discover their personal vision for their family and then walks with them on the path to achieve it. He believes his clients are much more than a retirement portfolio, wanting them to live a great life today and in the future.

John’s expert advice is often shared on local TV news including NBC, CBS and ABC and has been quoted in the Washington Times, Forbes, Reuters and many more. John also produces and hosts the podcast EvoFi: A Finance Podcast For Humans, a show about money, economics, and being a human in spite of those things.

Outside of work, John gladly serves as Board President of The Hawthorne Cancer Foundation, which provides financial and emotional support to cancer patients. He also serves as Treasurer on the Board of Trustees for Chesapeake Academy. On the weekends, he’s usually seen surrounded by his wife Jen and their three kids, who often give him a crash course in spontaneity. He loves being outdoors and living near the water where there’s a peace you just don’t get in a city. If there’s any time left in the week, John plays guitar and bass in a local rock n’ roll band, swims with his local chapter of the Virginia Masters Swim Team, and tries to stay fit with a little boxing at Vintage Boxing around the corner from the EVO office in Richmond.

Meet the Team

Financial Planner

Taylor Schmaltz, MBA, CFP®

Director of Operations

Jessica Diabo, FPQP®

Portfolio Manager

Jack O’Brien, CIMA®

Summer Intern

Kathryn Mundie

Financial Planning Support Specialist

Jessica Fletcher

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