Meet the Team

Kathryn Mundie

I am a rising senior at Virginia Tech, majoring in Financial Planning and Wealth Management. I’m looking forward to gaining more knowledge and experience from the EVOadvisers team this Summer!

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

Future-proof your finances. Let's Connect.