Arlington, VA Office

Steven Tomisek is a CFP® professional with 15 years of industry experience. He is currently with Evermay Wealth Management, LLC and previously worked at Kirk Capital Advisors, LLC and Advisors Financial, Inc. Evermay Wealth Management, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement and profit-sharing plans. The firm employs a team-based approach to provide discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, with portfolios tailored to clients’ investor profiles and ongoing monitoring of third-party managers.

Jerome Lee Jr. is a financial advisor at Evermay Wealth Management, LLC in Arlington, VA. He holds Series 65 and Series 63 licenses and has one year of experience in the advisory industry. His prior work experience includes roles at Ares Management Corporation and service in the U.S. House of Representatives. Evermay Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm employs a team-centric approach to provide tailored investment management, financial planning, and retirement-plan consulting, overseeing approximately $1.33 billion in assets across an 18-advisor team.

Joni Alt is a CFP® with 23 years of industry experience, currently serving as an advisor at Evermay Wealth Management, LLC since 2021. She previously worked at Hopwood Financial Services, Inc. for 11 years. Evermay Wealth Management is an SEC-registered investment adviser that serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm operates a team-centric model offering tailored client service levels and integrates investment, tax, and estate planning through affiliated and third-party resources.

Owen Eldridge is a financial advisor with Evermay Wealth Management, LLC in Arlington, VA. He holds Series 65 and Series 66 licenses and has one year of industry experience. Prior to joining Evermay Wealth Management, he held positions at BrandSafway and DoorDash and completed studies at the University of Amsterdam. Evermay Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement and profit-sharing plans. The firm employs a team-centric approach, offering discretionary and non-discretionary investment management alongside financial planning and retirement consulting, and manages approximately $1.33 billion in assets across an 18-advisor team.

Eric Dzik is a financial advisor with Evermay Wealth Management, LLC in Arlington, VA. He holds a Series 65 designation and has one year of industry experience. Prior to joining Evermay in 2023, he worked at West Financial Services, Inc. and has experience in education and hospitality sectors. Evermay Wealth Management is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm uses a team-centric advisory model with distinct service levels and integrates investment management with tax and estate planning through affiliated and third-party resources.

Eric Schaefer is a CFP® professional with 14 years of experience in financial advising. He has been with Evermay Wealth Management, LLC since 2015. Evermay Wealth Management is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a team-centric model that integrates investment, tax, and estate planning services.

William Pitt is a financial advisor with Evermay Wealth Management, LLC in Arlington, VA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Evermay since 2009. Evermay Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a team-centric advisory model with tailored client service levels and integrates investment, tax, and estate planning through affiliated services and technology.

Andrew Sponaugle is a CFP® certified financial advisor with 16 years of industry experience. He has worked at Evermay Wealth Management, LLC since 2017 and previously spent six years with United Capital Financial Advisers. Evermay Wealth Management, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement and profit-sharing plans. The firm employs a team-centric approach to investment management and financial planning, tailoring recommendations to clients' specific investor profiles and providing discretionary and non-discretionary services across a range of asset classes.

Brett Schmader is a financial advisor at Evermay Wealth Management, LLC in Arlington, VA, holding a Series 65 designation. He has one year of industry experience, including prior roles outside finance such as at Ozzie's Good Eats and Chipotle. Evermay Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans through discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a team-centric model with distinct service levels and integrates investment, tax, and estate planning through affiliated and third-party resources.

Ross Loomis is a CFA® charterholder and holds a Series 65 license with 11 years of industry experience. He has been with Evermay Wealth Management, LLC since 2014. Evermay Wealth Management is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm uses a team-centric advisory model with distinct service levels and integrates investment, tax, and estate planning through affiliated services and third-party platforms.

Anh Nguyen is a financial advisor at Evermay Wealth Management, LLC, holding the ChFC® designation and Series 66 license with four years of industry experience. Prior to joining Evermay in 2024, Nguyen worked at Dynamic Wealth Advisors, Merrill Lynch, and River Capital Advisors. He also has experience at the University of North Florida. Evermay Wealth Management, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement and profit-sharing plans. The firm employs a team-centric approach, tailoring recommendations based on client goals, liquidity needs, tax sensitivity, time horizon, and risk tolerance, and manages approximately $1.33 billion in assets across an 18-advisor team.

Elizabeth Larson is a CFA® charterholder and holds a Series 65 license with 21 years of industry experience. She has been with Evermay Wealth Management, LLC since 2009. Evermay Wealth Management is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm uses a team-centric model and offers services including portfolio management, financial planning, and retirement plan consulting, integrating investment, tax, and estate planning through affiliated and third-party resources.

Sean Rogers is a financial advisor at Evermay Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at the University of Maryland and Damascus High School. Evermay Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm employs a team-centric model offering tailored client service levels and integrates investment, tax, and estate planning through affiliated services and technology.

Mitchel Schlesinger is a CFA® charterholder with 20 years of industry experience. He is currently with Evermay Wealth Management, LLC, where he has worked since 2021. Prior to joining Evermay, he held roles at Wells Fargo Bank NA and Stone Bridge Investment Partners LLC. Evermay Wealth Management, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement and profit-sharing plans. The firm employs a team-centric approach, tailoring investment strategies to client profiles that consider goals, risk tolerance, liquidity needs, and time horizon, while offering discretionary and non-discretionary management across a range of asset classes.

Sara Cortes is a CFP® at Evermay Wealth Management, LLC in Arlington, VA, with one year of industry experience. Prior to joining Evermay, she worked at the CFP Board for three years and spent fourteen years at the US Securities and Exchange Commission. Evermay Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement and profit-sharing plans. The firm takes a team-centric approach, tailoring investment recommendations based on clients’ investor profiles and providing discretionary and non-discretionary management along with financial planning and retirement-plan consulting.