The PlanVest Federal fiduciary advisory team has decades of financial industry experience. This group helps Federal employees navigate their complex Federal benefits. The team specializes in retirement planning; tax minimization; income strategies; and risk-based investment management. The group is composed of three financial advisors who hold the prestigious designation of Chartered Federal Employee Benefits Consultant (ChFEBCSM); additionally, Zach Payne and Richard Clonch hold the universally recognized designation of Certified Financial Planner (CFP®).
TEAM: (From Left to Right)
- Michael Mattison
- Richard Clonch
- Zach Payne
PlanVest Financial, Inc and all its Team Members are avid supporters of their Military Family and Friends.
A team member’s Father served in World War 2, a Brother served in Vietnam, a Nephew served in Afghanistan, Nephews who continue to serve in the US Army and US Navy. We appreciate your service and everything you do for the people and the country. Our team specializes and are equipped with the knowledge to support you and provide guidance in working towards your financial goals and the retirement you deserve. We thank you for your Service and look forward to returning it back to you with the same level of service and dedication.
Designations & Certifications
Michael Mattison: Chartered Federal Employee Benefits ConsultantSM (ChFEBCSM) and Life and Accident/Health insurance
Zach Payne: CERTIFIED FINANCIAL PLANNER (CFP®) and he also holds the designation of Chartered Federal Employee Benefits ConsultantSM (ChFEBCSM)
Richard Clonch: CERTIFIED FINANCIAL PLANNER (CFP®) and he also holds the designation of Chartered Federal Employee Benefits ConsultantSM (ChFEBCSM), Chartered Retirement Planning Counselor (CRPC® ), and Chartered Retirement Plans Specialist (CRPS®).
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