Evermay has an experienced team. We’ve got the credentials and the knowledge, and we stay current with the latest trends in the financial world. And while we are a diverse group with different backgrounds and life stories, we all share the same goal: to strengthen families through a comprehensive approach to wealth management.
Evermay exists because of the vision and leadership of Will. Now he uses his entrepreneurial spirit to help high net worth individuals manage and grow their wealth. Prior to Evermay, Will served as executive vice president and managing director of the Wealth Management Group at United Bank, overseeing the group in the Washington, D.C. metropolitan area market. Prior to United, Will was a vice president at UBS for six years. Will received his B.A. in Economics from Hampden-Sydney College in 1991. He served on the Envestnet/Tamarac Advisory Board and was a member of the Finance and Investment Committee of the Arlington Community Foundation in Arlington, Virginia. Will resides with his wife and two children in Great Falls, Virginia.
Damon is involved in every aspect of Evermay, from strategy to daily operations. Prior to Evermay, Damon was senior vice president and director of United Brokerage Services, Inc., overseeing operations for the firm’s Washington, D.C. area and West Virginia markets. Damon received his B.A. in Economics from the University of Virginia in 1996 and his MBA from Washington University in St. Louis in 2002, where he concentrated in finance. He serves on the finance committee of Life Pieces to Masterpieces, which provides academic and arts-based programs to enhance the lives of young, African-American males in the community. Damon currently resides with his wife in Washington, D.C.
Beth has an uncanny eye for emerging trends and a keen interest in women’s issues. In her current position as a senior wealth advisor, Beth provides guidance and thoughtful advice to many of Evermay’s clients. Before joining Evermay, she co-founded Ayrshire Associates, a Washington, D.C.-based investment counseling firm. Prior to that, Beth was an investment advisor with Davidge & Co. and with First American Bank. She began her career in the financial services industry in 1978 at Virginia National Bank, shortly after graduating from Virginia Tech with a B.A. in Economics. In 1985, she earned an MBA in Finance from American University and in 1988 completed the requirements for the Chartered Financial Analyst (CFA) designation. She serves on the Board of Visitors of the Children’s National Medical Center, and on the Parent and Family Council for the College of William & Mary. Beth lives in Washington, D.C. with her husband. She is also the proud mother of three successful adult children.
As a wealth advisor, Andy works to develop sound financial roadmaps for individuals, families, institutions and small businesses. Prior to joining Evermay, Andy worked primarily with high net-worth clients at Zirkin-Cutler Investments in Bethesda, Maryland. He graduated from the University of Maryland with a B.A. in Economics in 2003, is a Certified Financial Planner™ professional, and holds Virginia state life, health, long-term care, and annuity licenses. He resides in Purcellville, Virginia with his wife, Melissa, and three children, and currently serves as Treasurer of his community’s Homeowners’ Association Board.
With a background in financial planning, Eric provides advice and guidance to Evermay’s clients. He was previously a financial advisor with Savant Capital Management in McLean, Virginia. Prior to Savant, Eric served as a financial planner and investment advisor for private wealth management firms in the Washington, D.C. and Hartford, Connecticut areas. He graduated from Virginia Tech in 2009 with a B.S. in Finance. Eric lives with his wife and daughter in Falls Church, Virginia.
Ross brings analytical expertise to the investment team. Prior to Evermay, Ross served as a senior economist at RTI International where he led economic research for government and commercial clients for more than five years. Prior to RTI International, he provided quantitative and qualitative analysis of stocks for Nicholas-Applegate’s International Growth Opportunities fund. Ross received his B.S. in Human Biology: Brain and Behavior from Brown University in 2004 and his M.A. in Economics from San Diego State University in 2008, where he was named the Outstanding Graduate Student. Ross currently resides in Virginia Beach, Virginia with his wife and two daughters.
Suzanne is a senior member of the client service team. She came to Evermay from Ayrshire Associates, where she had worked since 1993 in various roles, including trader and office manager. Prior to Ayrshire, she was an administrator for a Texas-based law firm. Suzanne graduated from Austin College in 1988 with a B.A. in Business Administration.
Lyddy has over 20 years of client service and operations experience. She is a member of our client services and operations team in Virginia Beach. She comes to us from Capes Capital Management, Inc., where she was co-administrator. Prior to her position with Capes, she was a Branch Office Administrator at Edward Jones.
Mary-Ann is a member of our client services and compliance team. She came to Evermay from Capes Capital Management, Inc., where she had worked since 1990 in various roles as administrator, client services, accounting-bookkeeping and compliance support.
Jordan has a true passion for all aspects of wealth management and uses his background in personal finance and investing to help support the advisory team in providing advice and guidance to Evermay’s clients. He was previously an Investment Associate at Manchester Capital Management, LLC, a $3.5B Registered Investment Advisor in Charlottesville, Virginia. Jordan is a CFP® Professional and a Chartered Financial Analyst (CFA) Charterholder. He graduated from the University of Virginia in 2015 with a B.S. in Commerce. Jordan lives with his wife in Washington, D.C.
Mitch is the firm’s Equity Strategist and a Senior Wealth Advisor, helping to implement Evermay’s stock selection process while working with clients to help them meet their investment goals. Prior to joining Evermay, Mitch was Senior Investment Strategist for Wells Fargo’s Mid-Atlantic region and, before that, served as Chief Investment Officer for FBB Capital Partners in Bethesda, Maryland. With over 30 years of professional experience, Mitch’s market insights have appeared in the Wall Street Journal, Bloomberg BusinessWeek and MarketWatch. He holds an M.B.A. from the University of Michigan and graduated from the California State University with a B.S. in Finance. He also holds the Chartered Financial Analyst (CFA) designation. Mitch volunteers as Director and Treasurer for the Legal Resource Center on Violence Against Women, a Washington DC-area non-profit, and in his spare time enjoys playing electric bass and guitar. Mitch is married with two daughters and one son.
Coming from a vast background in the financial services industry, Erin Good serves as the Director of Operations and Client Experience at Evermay. Her previous professional undertakings include a 4-year tenure at Centurion Wealth Management as the Director of Client Services and Operations where she focused on overseeing the resolution of client requests, developing, and implementing firm wide policies to enhance the client experience, and transitioning new assets. Erin also spent 5 years with Cambridge Associates, where she worked as an Investment Operations Associate and an Investment Operations Analyst.
Erin received a B.A. in Psychology from University of Tennessee. Erin lives in Falls Church, Virginia with her husband, two daughters, and two dogs.
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If you share our vision and our philosophy for strengthening families, it’s time to reach out to Evermay. We welcome the opportunity to help wealth managers, no matter where you are in your career, to build a richer life—for you and your clients.Learn More