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.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Evermay Wealth Management, LLC is engaged, or continues to be engaged, to provide investment advisory services.
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 board of directors 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.
Joni is passionate about helping clients develop a thorough roadmap toward achieving their financial goals. She is an excellent listener and provides thoughtful recommendations based upon her 30+ years in the financial services industry. As a female advisor, she is especially attuned to the unique wealth challenges women often face, and she works closely with them to make a positive impact in their lives. She began her career with Charles Schwab & Co. and served as a Director of Financial Planning and Advisor at other firms before joining Evermay Wealth Management in 2021. Joni is also an active member of National Association of Personal Financial Advisors (NAPFA). She was elected to join the NAPFA Board of Directors for the 2021-2024 term. She is a member of the National Association of Enrolled Agents and Financial Planning Association, as well.
She received a B.A. from West Virginia University and a B.S. in Accounting from George Mason University and is a CERTIFIED FINANCIAL PLANNER™ professional and an Enrolled Agent. An accomplished flutist, Joni plays with various flute choirs in the area. She lives in Chantilly with her husband and is the proud parent of two adult children.
Eric joined Evermay in September of 2023 as the Securities Trader and Senior Client Service Associate. His primary responsibilities include onboarding new clients, asset transfers and money movements, account maintenance, and assisting advisors with other general client inquiries. He also handles the securities trading duties for the firm.
Prior to joining Evermay, Eric spent over 2 years with an RIA working as a Client Service Associate and Securities Trader. He graduated from George Mason University in December of 2020 with a B.S in Finance. While at George Mason, Eric interned for an RIA firm in the area along with serving as a Vice President on the Student Managed Investment Fund.
Eric currently resides in Arlington, VA and enjoys playing music and watching sports in his downtime.
Sue joins Evermay as an Executive Liaison to the Co-Founders. Her responsibilities include scheduling, organization, and answering client inquiries. Prior to entering wealth management, Sue worked for several years in the local luxury real estate market serving high-net-worth clients.
Sue graduated from Radford University with a degree in Psychology and currently lives in Reston, Virginia.
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.
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.
Carrie joined Evermay in May of 2023 as a Client Service Associate, where her primary responsibilities include onboarding new clients, asset transfers and money movements, account maintenance, and assisting advisors with other general client inquiries.
Carrie graduated from the College of the Holy Cross in May of 2021 with a Bachelor of Arts in Political Science. Prior to Evermay, she spent two years at State Street Bank holding a variety of different roles. At State Street Bank, Carrie participated in a rotational, professional development program for recent graduates, spending time in Global Markets Product Strategy, Strategic Mergers and Acquisitions and Consultant Relations. Following completion of the professional development program, she worked as a Sales Consultant, supporting the growth and development of the Insurance sector.
Carrie intends to follow the CFP® track and has recently relocated from Boston, Massachusetts to the Washington, D.C. area.
Mary-Ann is a member of our client services and compliance teams, where her primary responsibilities include compliance testing and client fee billing.
Mary-Ann joined Evermay from Capes Capital Management, Inc., where she had worked since 1990 in various roles as administrator, client services, accounting-bookkeeping, and compliance support.
Sean joined Evermay in the summer of 2022 as a Client Service Associate, where his primary responsibilities include onboarding new clients, asset transfers and money movements, account maintenance, and assisting advisors with other general client inquiries.
Sean graduated from the University of Maryland – College Park in May of 2022 with a Bachelor of Arts in Economics and a Minor in General Business. During his time as an undergraduate, Sean interned for several companies and held various roles relating to business development, finance, and sales.
With intentions to follow the CFP® track, Sean recently relocated from Gaithersburg, Maryland to the Arlington area.
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.
Mitch is the firm’s Chief Investment Strategist and a Senior Portfolio Manager, 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.
Before joining Evermay, Eliot was an Advisor and Financial Planner with Garnet Group Wealth Advisors in Bethesda, MD. Eliot was the primary contact for all clients and responsible for much of the day-to-day business operations. In addition to his 7 years at Garnet Group, Eliot has over 20 years of experience in business leadership and management roles primarily as an IT Director for a business process outsourcing organization at which he served clients in legal and financial services. Eliot earned a BA in Economics and History from the University of California, Berkeley, in 1984 and is a Certified Financial Planner® professional and member of The National Association of Personal Financial Advisors (NAPFA). Eliot and his family live and work in Chicago’s Loop.
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.
Jenny is an Associate Wealth Advisor working with clients in the development of their financial plans. She supports Evermay Wealth Advisors in meeting client needs related to estate and tax planning, financial projections, and portfolio management. Jenny has passed the CFP® examination and is currently a candidate for the CERTIFIED FINANCIAL PLANNER™ professional designation.
She was previously Client Service & Operations Team Lead at Evermay, where she supported the firm with onboarding clients, asset transfers and money movements, and assisting Advisors with financial plan analysis.
Prior to joining Evermay, Jenny was with a price reporting agency where her focus was global commodity markets and trading in various industries including metals, shipping, and natural gas. Jenny also previously worked in the oil and gas sector as a geologist and holds a Bachelor of Science in Geology and Petroleum Geology from the University of Aberdeen, Scotland.
Jenny moved to the United States from the United Kingdom in 2019 and lives in Washington D.C. with her husband and dog Isla.
Kris oversees the firm’s compliance program. Prior to Evermay, Kris was a vice president at Morgan Stanley, where he was the Chief Compliance Officer for the registered investment adviser, E*TRADE Capital Management, LLC. Kris received his B.B.A. in Management with a minor in Economics from James Madison University in 1996 and a Certificate of Financial Planning from Georgetown University’s Center for Professional Development in 2006. He is the father of two daughters, the youngest attends James Madison University and is studying Elementary Education. The older daughter graduated from James Madison in 2023 with a degree in accounting and is currently working for a consulting and tax firm in Tyson’s Corner. Kris enjoys traveling and hiking in the mountains with his two Labrador Retrievers and currently resides in Brambleton, Virginia with his fiancée.
Dana joins Evermay as the Director of Operations and Client Experience. Dana leads all facets of daily operations for Evermay, while collaboratively working with IT and Compliance to ensure that the Firm’s operational procedures and systems comply with regulatory requirements, as well as established industry best practices.
Prior to joining Evermay in October 2022, Dana spent over 16 years in the RIA industry, where she was responsible for defining and executing client service and technology-related strategic initiatives.
Dana graduated from George Mason University with a B.S. in Management. She enjoys cooking, attending local car meets, and visiting family in Texas. She resides in Brambleton, VA with her husband, border collie, Ranger, and two cats, Enzo and Koni.
Chris is a Portfolio Manager working with Evermay’s Advisors, helping monitor that Client Portfolios align with their target objectives. Prior to joining Evermay, Chris managed Portfolio Trading Desks at several Wall Street firms including: Liquidnet, Maxim, Cantor Fitzgerald, and Jefferies. Throughout his career, his focus has been on utilizing technology to enhance trading, portfolio analytics, transaction cost analysis, and best execution for institutional clients. Chris began his career as a hedge fund trader specializing in arbitrage trading currencies, commodities, and equities. Chris has a Bachelor’s degree in Economics from the University of Illinois. He is married with one daughter and two sons.
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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