Meet the Team

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 the planning team. His expertise in trust and wealth management aids when advising clients with high-level financial and investment, tax planning, retirement planning, and estate planning needs.

Before joining EVO, Stephen worked in North Carolina with BlueSky Wealth Advisors as a Senior Wealth Advisor and Director of Advisory Services. Stephen oversaw the advisory team of 12 and was responsible for maintaining key client relationships, advisory standards and planning practices, and business development.

Prior to BlueSky, Stephen worked in New York City, where he was recruited as a Financial Analyst at AJ Wealth. He worked directly with ultra-high net worth clients from all around the world on a variety of complex financial and estate planning transactions.

Stephen completed his BBA in Trust and Wealth Management and MBA in Business Administration, with a minor in Financial Planning in under five years from Campbell University. His degree included a concentration in estate planning, retirement planning, investments and financial planning. He actively serves on the National Association of Personal Financial Advisors (NAPFA) Genesis Leadership Committee, which aims to engage and equip the next generation of the financial planning profession.

In 2020, Stephen received the New Professional of the Year Award from NAPFA, an award designed to recognize professionals under the age of 35 who have made outstanding contributions in the financial planning industry.

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.