6 Montgomery Village Avenue
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 - AAMS®
Client Services Manager
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...
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...
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...
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...
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...