555 Quince Orchard Road,
MEET THE 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.
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 follows the fiduciary standard and has trained more than 2,000 financial professionals nationwide. Mike is nationally recognized as a public speaker on financial planning.
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...
Comprehensive Wealth Manager, 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
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,...
Financial Services Coordinator