Evermay Wealth Management, LLC

Brandon Wolf is a CFP® with six years of industry experience, currently advising at Evermay Wealth Management, LLC. His prior roles include positions at Novotny, Larash, Venters & Wolf LLC and Ameriprise Financial Services, LLC. Outside of his advisory work, he is involved in consulting through Consilarus LLC and participates in charitable activities via the Consilarus Foundation Inc. Evermay Wealth Management is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm employs a team-centric model with tailored service levels and integrates investment management with tax and estate planning through affiliated and third-party resources.

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.

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 Certified Financial Planner (CFP®) with 15 years of industry experience. He has been with Evermay Wealth Management, LLC since 2017 and previously worked at United Capital Financial Advisers from 2011 to 2017. He holds Series 63 and Series 65 licenses. Evermay Wealth Management is an SEC-registered adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm employs a team-centric model offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, integrating investment, tax, and estate services through affiliated entities and third-party platforms.

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 with ChFC® and Series 66 designations and three years of industry experience. Prior to joining Evermay Wealth Management in 2024, Anh worked at Dynamic Wealth Advisors, Merrill Lynch, River Capital Advisors, University of North Florida, and Edward H. White. 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 uses a team-centric model with distinct client service levels and integrates investment, tax, and estate planning through affiliated services and third-party platforms.

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 has worked at Evermay Wealth Management, LLC since 2021 and previously held roles at Wells Fargo Bank NA, Stone Bridge Investment Partners LLC, and United Capital Financial Advisers, LLC. 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 uses a team-centric advisory model with distinct service levels and integrates investment, tax, and estate planning through affiliated and third-party resources.

Sara Cortes is a CFP® professional with over 15 years of experience in the financial industry. She joined Evermay Wealth Management, LLC in 2026 and previously worked at the US Securities and Exchange Commission from 2009 to 2023 and the CFP Board from 2023 to 2026. Evermay Wealth Management is an SEC-registered adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm uses a team-centric model with distinct service levels and integrates investment, tax, and estate planning through affiliated practices and third-party platforms.

Eric Reigel is a CFP® professional with nine years of industry experience, currently serving at Evermay Wealth Management, LLC. His prior roles include positions at AMJ Financial Wealth Management, Charles Schwab & Co., Inc., and McAdam Financial. He is also registered as an Independent Insurance Agent, though this activity is unrelated to his investment advisory work. Evermay Wealth Management is an SEC-registered adviser that provides portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm operates a team-centric advisory model with distinct client service levels and integrates investment, tax, and estate planning through affiliated and third-party resources.

Brian Fyock is a CFP® professional with two years of industry experience, currently serving at Evermay Wealth Management, LLC. Prior to joining Evermay, he worked at Sterne Kessler Goldstein & Fox P.L.L.C., Venable LLP, and Crowell & Moring LLP. Evermay Wealth Management is an SEC-registered investment adviser that serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm employs a team-centric advisory model offering tailored services across Family Office, Integrated, and Guided levels, integrating investment management with tax and estate planning through affiliated and third-party resources.