555 Quince Orchard Road
Advisors in the PlanVest Federal group hold the prestigious designation of Chartered Federal Employee Benefits Consultant (ChFEBC℠). This designation is held by a limited group of Financial Advisors, CPAs, Attorneys, and certain employees of the Federal Government, who have successfully completed an intensive education course and passed a rigorous examination covering a wide array of federal government employee benefits.
Chief Executive Officer
Richard is the CEO and Founder of PlanVest Financial. He is also a CERTIFIED FINANCIAL PLANNER™ professional. Working closely with his clients, Richard provides...
Comprehensive Wealth Manager
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...
Financial Advisor, Director of Financial Planning
Zach is a CERTIFIED FINANCIAL PLANNERTM professional who works closely with clients on their retirement planning and asset management needs. In addition to serving his own clients, Zach is the Director of Financial Planning...
Business Operations Manager
Client Services Associate
Alex is the Client Services Associate at PlanVest Financial. He has a history of working in client services, including prior experience with a law firm. Alex aims to provide excellent customer service and aide...