Meet the Team

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 EVO full-time after completing a summer internship in 2024 and continuing in a part-time role throughout her senior year. During her time at Virginia Tech, Kathryn was an active member of the Finance Student Advisory Council, serving as the Financial Planning Association representative. She was also a dedicated participant in events that supported and promoted the Financial Planning and Wealth Management major.

Kathryn discovered her passion for a career in Financial Planning early on, recognizing the significant role financial security plays in people’s lives. She is driven by a desire to build meaningful, long-term relationships with clients, helping them feel confident and informed as they manage financial decisions and navigate life’s important milestones. 

Outside of work, Kathryn enjoys spending quality time with her friends, family, and their two Labrador retrievers. She’s a regular at country music concerts, loves listening to music, and makes health and fitness a priority through staying active and exercising regularly.

Meet the Team

Financial Planner

Johanna Moya, FPQP®

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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