Broker Check


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

          Chartered Federal Employee Benefits Consultant or ChFEBC
          Chartered Retirement Planning Counselor℠ or CRPC®
          Chartered Retirement Planning Specialist℠ or CRPS®
          Accredited Asset Management Specialist - AAMS®


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

Chief Executive Officer

(301) 977-7123

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

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Michael C. Mattison, ChFEBC℠

Comprehensive Wealth Manager

(301) 938-4600

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 L. Behr, MBA, CPA, CRPC®, AAMS®

Comprehensive Wealth Manager

(240) 381-7106

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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Zach Payne, CFP®, ChFEBC℠

Financial Advisor, Director of Financial Planning

(240) 344-4310

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...


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Toshiko "Tosh" Fujimoto-Cu

Business Operations Manager



Tosh is the Business Operations Manager of PlanVest Financial. She has a long track record of business, finance and customer service experience. She is able to work independently as well as with a team and flourishes in a dynamic,...
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Alejandro "Alex" Fernandez

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...

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