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Our People

Empowering Families, Securing Futures

Our highly experienced team, equipped with industry-leading credentials and sound financial acumen, is dedicated to empowering families through holistic wealth management. Diverse in backgrounds but united in purpose, we aim to secure your financial future with a personalized and comprehensive strategy.

A Few Words From Our Founders
I’m proud of our collaborative culture that often feels more like family than business. Our job is to foster an environment that helps our team, and our clients thrive.
William C. Pitt, IV
President and Co-Founder
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Our people are not just our greatest asset; they are the very essence of our success. Their passion, dedication, and talent are the driving force behind everything we achieve.
Damon A. White
Chief Operating Officer and Co-Founder
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Joni Alt, CFP®, EA
Senior Wealth Advisor
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Eric A. Dzik
Securities Trader & Senior Client Service Associate
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Brian M. Fyock, CFP®, CPA
Wealth Advisor & Director of Wealth Services – Legal and Consultant Industries
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Elizabeth S. Larson, CFA
Senior Wealth Advisor & Principal
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Tamara Long
Executive Assistant
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Ross J. Loomis, CFA
Director of Research and Trading & Principal
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Anny Nguyen, CIMA®, ChFC®, APMA®
Portfolio Manager
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Mai Ramirez
Information Systems Manager
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Eric M. Reigel, CFP®
Associate Wealth Advisor
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Sean P. Rogers
Senior Client Service Associate
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Eric J. Schaefer, CFP®
Senior Wealth Advisor & Principal
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Mitchel B. Schlesinger, CFA
Chief Investment Strategist and Senior Portfolio Manager
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Brett Schmader
Client Service Associate
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Eliot B. Simon, CFP®
Wealth Advisor
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Andrew T. Sponaugle, CFP®
Senior Wealth Advisor & Principal
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Kassidy A. Stahl
Client Service Associate
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Kris Sumner
Chief Compliance Officer
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Camille Svitek, CFA, CFP®
Wealth Advisor
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Dana R. Tomisek, AIF®
Director of Operations & Client Experience
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Brandon Wolf, CPA, CFP®
Managing Principal, Tax and Business Advisory Services
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Joseph Novotny, CPA
Managing Director, Tax Services
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William Larash, CPA
Managing Director, Tax Services
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Andrew Venters, CPA
Managing Director, Tax Services
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Aishe Aliadinov, CPA
Senior Accountant
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Jessica Canelos
Staff Accountant
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Barret Casto
Senior Accountant
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Lee Ann Donaldson, CPA
Managing Director, Business Advisory Services
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Sheila Donaldson
Senior Accountant
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Pat Everett, EA
Senior Accountant
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Amy Jacks, CPA
Senior Manager, Tax Services
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Ginger Johnson
Administrative Assistant
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Pamela Kronquist
Administrative Assistant
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James McCann, CPA
Managing Director, Tax Services
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Kelley Miller
Manager, Tax Services
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Jeffrey Morson
Director, Business Development
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Jacob Patrick
Senior Accountant
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Andrew Roesener, CPA
Senior Manager, Tax Services
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Jane Sheakoski, CPA
Senior Manager, Tax Services
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Meghan Wilborne
Administrative Assistant
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Understanding Our Certifications

Our team has a range of credentials to back their expertise. Here are some of the certifications and degrees represented at Evermay and what they mean.
A business team working together.
CFP®
The CERTIFIED FINANCIAL PLANNER™ certification is the go-to standard for financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients' best interests.
CFA
The Chartered Financial Analyst is a globally recognized professional designation that demonstrates a deep understanding of investment analysis, wealth management, and financial strategy. The CFA Institute awards the designation to those who complete the CFA Program and meet work experience requirements.
CPA
CPA stands for Certified Public Accountant. A Certified Public Accountant is an accounting professional who has met their state CPA license requirements and earned the license. The CPA license is the professional designation granted by state boards of accountancy to accounting professionals after meeting experience and education requirements.
EA
An Enrolled Agent is a tax advisor who is a federally authorized tax practitioner which is empowered by the U.S. Department of the Treasury. Enrolled Agents represent taxpayers before the Internal Revenue Service for tax issues that include audits, collections, and appeals.
AIF®
Attainment of the AIF Designation demonstrates understanding of the Prudent Practices® and methodology.
CIMA®
Certified Investment Management Analyst® (CIMA®) is a professional certification in advanced portfolio construction. CIMA® signifies that an individual has met initial and on-going experience, ethical, education, and examination requirements for the job of investment management consulting, including advanced investment management theory and application.
APMA®
The APMA® designation stands for Accredited Portfolio Management Advisor™, an advanced credential from the College for Financial Planning® (CFFP). It demonstrates expertise in investment management, portfolio construction, risk analysis, client assessment and suitability, risk vs. return, investment objectives, bond and equity analysis, investor psychology, and other topics related to building client portfolios. To earn this designation, individuals must complete a course of study, pass a final exam, and apply for authorization to use the mark. Designees must also adhere to a code of ethics and complete continuing education to renew their credentials every two years.

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.

Build Your Richer Life With Evermay

If you share our vision philosophy for strengthening families, it’s time to reach out! 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.

Join Evermay