EVOacademy
Archives: EVO Team Members
David J. O’Brien, MBA, CFP®, TPCP®
Dave is a CERTIFIED FINANCIAL PLANNER™ professional and Tax Planning Certified Professional® with both a BA and MBA from the University of Richmond. For years, he has helped lead and shape the financial planning profession, serving on CFP Board’s Commission on Sanctions and Fitness and as Chair of NAPFA, the National Association …
John B. Clair, CFP®
John is a CERTIFIED FINANCIAL PLANNER™ professional and Magna Cum Laude graduate of Virginia Tech. He brings together strong technical expertise and practical experience, built ...
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Stephen E. Fletcher, MBA, CFP®, TPCP®
Stephen is a CERTIFIED FINANCIAL PLANNER™ professional and Tax Planning Certified Professional®with a BBA and MBA from Campbell University. He began his career advising ultra‑high‑net‑worth clients ...
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Johanna Moya, FPQP®
Johanna is a financial planner at EVOadvisers, bringing over 20 years of experience in the financial services industry. She offers a wealth of expertise to ...
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Jessica Diabo, FPQP®
Jessica Diabo is an experienced client service professional with 10+ years of experience in building client relationships. She prides herself not only in developing incredible ...
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Jack O’Brien, CIMA®
Jack O’Brien joined the EVO team in 2020 as a Portfolio Analyst and has since become the firms Portfolio Manager. He’s helped launch our Environmental, ...
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Kathryn Mundie
Kathryn recently graduated Cum Laude from Virginia Tech with a B.S. in Business in Finance, majoring in Financial Planning and Wealth Management. She returns to ...
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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, ...
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