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"The strength of the team is each individual member. The strength of each member is the team." Phil Jackson



Zach earns his Chartered Federal Employee Benefits Consultant (ChFEBCSM) Designation

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Thomas Bonorden is administered the Five Star Wealth Management Award for 2018.

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PlanVest Financial is an independent Registered Investment Advisory (RIA) firm

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Lori Dove joins PlanVest Financial as a Client Services Assistant.

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Thomas Bonorden is administered the Five Star Wealth Management Award for 2017.

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Zach Payne earns his Series 7 license. 

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