5 Smart Investing Principles

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Featured Team Member

Richard Clonch, JD, CFP^®, ChFEBC℠, CRPC^®, CRPS^®

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

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...

Robert L. Behr, MBA, CPA, CRPC^®, AAMS^®

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...

Zach Payne, CFP^®, ChFEBC℠

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...

Thomas Bonorden, CFP^®, ChFEBC℠

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...

Kaily Granados

As a Client Services Associate for PlanVest Financial, Kaily enjoys providing administrative support and working with the software we use. She has several years of banking, customer service and technical experience in a variety of...

5 Smart Investing Principles

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