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Team

Our team of highly educated financial professionals has over a century of experience in the financial services industry. We are dedicated to providing informed wealth advice and exceptional service to ensure our clients reach their financial goals and life’s dreams, so they can have Financial Freedom

Our team of financial professionals have a wide-range of experience and professional designations. Learn More

          CERTIFIED FINANCIAL PLANNER™ or CFP®
          Chartered Federal Employee Benefits Consultant or ChFEBC
          Chartered Retirement Planning Counselor℠ or CRPC®
          Chartered Retirement Planning Specialist℠ or CRPS®
          Accredited Asset Management Specialist or AAMS®
          Certified Divorce Financial Analyst or CDFA
          Accredited Investment Fiduciary® or AIF®

 

Richard is the CEO and Co-Founder of PlanVest Financial. He is also a CERTIFIED FINANCIAL PLANNER™. Working closely with his clients, Richard provides...

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Maarten is the Co-Founder of PlanVest Financial. He is a CERTIFIED FINANCIAL PLANNER™ and specializes in Portfolio Management. He has been a financial advisor since 1984.

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Mike is a retirement distribution planning specialist who has been published and has trained more than 2,000 financial professionals across the country. Additionally, Mike is Nationally recognized as a public speaker on financial...

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Robert works to develop long-term partnerships with clients seeking a broad array of advice, including: counseling on their investments; risk management; liabilities management; and estate and retirement planning. His recommendations...

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Tom is a CERTIFIED FINANCIAL PLANNER™ and has more than thirty years experience in the financial service industry. Tom spent many years as a senior executive with several metropolitan Washington, D.C. area financial institutions...

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As a Client Services Manager for PlanVest Financial, Zach enjoys supporting the day-to-day administrative operations and working with clients. He plays an active role...

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As a Client Services Assistant for PlanVest Financial, Lori enjoys providing administrative support and communicating with clients. She has extensive administrative, banking and bookkeeping experience in a variety of professional...

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