We’d like to share with you some very exciting updates to our team and our business. While we’re still the same EViE Financial you know and trust, we’ve expanded to help meet the needs of our growing family of clients and partners, and to maintain the same high standard of service and communication you all deserve.
First and foremost, we’d like to invite you to help us welcome Kayla Cumbo, our new Client Service Associate, and Elizabeth Miller, our new Associate Advisor, to the EViE Financial family! We’d also like to help Erin MacPherson celebrate her new role as Head of Operations.
Learn more about the new members of our EViE Financial team below, and check out our updates to EViE Financial’s website at your convenience. As always, we’d love to chat if you have any questions or updates of your own to share!
Kayla Cumbo, Client Service Associate for EViE Financial Group
Kayla joins us from a background in client relations and interpersonal communication, and she is excited to use those skills to help positively impact the experiences of clients and partners of EViE Financial. She’ll be working to ensure that scheduling is smooth, friendly, and efficient, and that those we work with continue to experience the same levels of care and communication that we pride ourselves on here at EViE Financial.
Kayla graduated Morgan State University with a Bachelor’s degree in Family Consumer Science with a concentration in Fashion Merchandising. She prides herself on her interpersonal skills as well as her ability to build strong client relationships, and her empathetic nature allows her to connect with clients on a deeper level. She enjoys listening to clients' needs and concerns, which helps her ensure that their expectations are not only met but exceeded.
Kayla's keen eye for design, detail-oriented nature, and experience in creating engaging marketing materials give her a passion and drive for executing innovative ideas.
Kayla is eager to embark on her professional journey as part of a well-integrated team where her skills can be used to positively impact clients’ experience and maybe even their financial futures. Her interest in working with EViE Financial developed from her understanding of the intersectionality between three important things: finance, good customer relations, and personal style.
In her free time, Kayla loves to experiment with new crafts and also enjoys digital ideation and learning more about video editing and content creation. In the future she hopes to use her experience to further her interest in social media marketing.
Have questions or need to schedule a meeting? Get in touch with Kayla at kayla@eviefinancial.com, and she’ll be happy to help.
Elizabeth Miller, Associate Advisor for EViE Financial Group
Elizabeth Miller joins EViE Financial as an Associate Advisor with over four years of industry experience. She grew up in Texas as part of an immigrant family, with the constant stream of new entrepreneurial endeavors humming in the air.
With a family history of reinvention and perseverance, Elizabeth comes to finance as a second career. She began her professional life in classical music performance, teaching, and vocal research, but financial stressors were seemingly always top of mind. Finance became the ultimate outlet for Elizabeth to fulfill her inner desire to help people reach the goals that matter most to them.
She believes in the importance of having non-judgmental, solution-oriented conversations around money early on.
Whether it’s an individual, a multi-generational family, or a growing business, she’s committed to fostering constructive discussions around money. As a member of a family of entrepreneurs, she enjoys working through the complexities of small to medium-sized companies. To that end, Elizabeth conducts Business Valuations offering business owners a compass to steer their strategic growth and retirement planning.
Elizabeth is a fiduciary and holds her FINRA Series 7 and Series 66 licenses, as well as her life insurance license. She has spent a lifetime learning, holding a master's, bachelor’s, and post-graduate certificates, and she will likely find more expensive paper to add to her wall in the coming years. Ultimately, Elizabeth is committed to knowledgeably serving her clients for a more comprehensive planning experience. Passionate about empowering her community, Elizabeth takes pride in fostering educational events to encourage well-informed, composed financial decisions.
She is based in Richmond, VA, having relocated with her family from Texas after falling in love with the “big-little city” nestled between the ocean and the mountains. In her spare time, Elizabeth loves going on family adventures with her husband, son, and now senior dog. Together, they love exploring the area like tourists, taking in all the region has to offer.
If you’d like to begin a conversation with Elizabeth about your financial future, reach out to her at elizabeth@eviefinancial.com. She looks forward to accompanying you on your financial journey!
Feel free to get in touch with our new team members using the contact information below, or to contact our team to schedule an appointment!
Contact Information for Kayla
Kayla Cumbo | Client Service Associate
Office: 240-403-2677 | Email: Kayla@eviefinancial.com
Contact Information for Elizabeth
Elizabeth Miller | Associate Advisor
Office: 240-403-2677 | Mobile: (804) 593-0685
Email: Elizabeth@eviefinancial.com
Comments