Meet the Team

Kathryn Mundie

Kathryn now serves as a Financial Planning Associate as she finishes up her senior year at Virginia Tech. She was previously an Intern for EVO during the Summer of ’24 where she learned a lot and gained an immense amount of experience in the field. While at school, Kathryn serves as the Financial Planning Association representative for the Finance Student Advisory Council and is very involved in events for her major, Financial Planning and Wealth Management.  

Kathryn chose to enter Financial Planning because she has recognized from an early age the importance of obtaining financial success and is passionate about forming relationships, talking and getting to know people, and helping people alleviate the financial stress associated with accomplishing various goals and milestones in life. 

Outside of work, Kathryn spends a lot of time with her older sister, younger bother, and two pet labs. She enjoys going to country concerts with her parents and friends, listening to music, and loves to prioritize staying active through exercise.

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

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