Planvest Financial, Inc.

Sandeep Saini is a CFP® professional with one year of experience at PlanVest Financial, Inc. Prior to joining PlanVest, he worked for 22 years with the US Public Health Services and FDA and was involved with SSI Education DBA The Goddard School. PlanVest Financial, Inc. primarily serves individual and high-net-worth clients, providing wealth planning, financial planning, and investment management through a team of six advisors managing approximately $176 million. The firm customizes portfolios using a mix of analytical approaches and offers multiple engagement models, including a unique wrap fee program and a dedicated federal-employee planning service.

Sean Flynn is a CFP® and CFA® credentialed advisor with three years of industry experience. He is currently with PlanVest Financial, Inc. and previously worked at Knollwood Investment Advisory and PNC Bank. PlanVest Financial, Inc. serves primarily individual and high-net-worth clients, offering comprehensive wealth planning and investment management through various engagement models. The firm customizes portfolios using a combination of fundamental, technical, cyclical, and charting analyses, and manages approximately $176 million for about 300 client relationships.

Michael Mattison is a financial advisor at PlanVest Financial, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at PlanVest Financial since 2018, with previous experience at LPL Financial and Purshe Kaplan Sterling Investments. PlanVest Financial, Inc. serves individual and high-net-worth clients with wealth planning, financial planning, and investment management across various account types. The firm employs a comprehensive approach including fundamental and technical analysis, offering multiple engagement models and managing discretionary and non-discretionary portfolios.

Zachary Payne is a CFP® with nine years of industry experience, currently serving as an advisor at PlanVest Financial, Inc. in Gaithersburg, MD. He has worked at PlanVest Financial since 2015, including time when it operated as an LPL Financial DBA. PlanVest Financial, Inc. serves primarily individual and high-net-worth clients, offering comprehensive wealth planning and investment management with a team of six advisors managing approximately $176 million. The firm uses a combination of fundamental, technical, cyclical, and charting analysis to customize portfolios and provides various engagement models, including a wrap fee program and a dedicated federal-employee planning service.

Robert Behr is a financial advisor at PlanVest Financial, Inc. in Gaithersburg, MD, with 25 years of industry experience. He holds the Series 66 designation and has previously worked at firms including LPL Financial, Morgan Stanley, Citigroup Global Markets, Legg Mason Wood Walker, and UBS Financial Services. Outside of advising, he is involved with CFO Advisory and Tax Services, LLC, a firm providing tax preparation, accounting, and bookkeeping services. PlanVest Financial, Inc. serves individual and high-net-worth clients with wealth planning, financial planning, and investment management across various account types. The firm offers customized portfolios using a combination of fundamental, technical, and cyclical analysis, as well as several fee structures including a wrap fee program and a dedicated federal-employee planning service.

Richard Clonch is a CFP® professional with over 21 years of industry experience. He is currently an advisor at PlanVest Financial, Inc., where he has worked since 2017. His prior experience includes roles at LPL Financial and UBS Financial Services. PlanVest Financial, Inc. serves primarily individual and high-net-worth clients by providing comprehensive wealth and investment management services. The firm customizes portfolios using a combination of fundamental, technical, cyclical, and charting analysis and offers various fee structures, including a wrap fee program and a dedicated federal-employee planning service.