Mark Zoril
Founder, Financial Advisor
As the founder of PlanVision, Mark has 30 years of direct client work experience in the financial services industry. He started his career helping smaller companies establish employer based retirement plans. However, his efforts over the years evolved to primarily helping individuals plan and prepare for their financial futures.
Jason Lynch
Financial Advisor/Tax Consultant, CPA/PFS, CMA
Jason joined PlanVision in February 2020 after spending the last 18 years in private accounting as a controller, business manager, and consultant. He also spent 12 years in public accounting concentrating in tax with high net worth clients and their businesses. He’s been indexing since the mid-90’s and is a true Boglehead having attended the national conference in 2016 and is a regular presenter in his local Bogleheads chapter. Jason became a PlanVision client after hearing Mark’s Doughroller interview and is thrilled to have a platform to help clients and share his knowledge.
Sal Ferrito
Financial Advisor
Sal joined PlanVision as a financial advisor in 2024 after more than a decade in the financial services industry, and is excited to help PlanVision clients pursue their financial goals! Sal has been a licensed financial advisor since 2016, helping individuals and families plan for retirement. He also worked with small businesses to facilitate retirement plans for employees. Prior to advising, Sal worked in fintech, educating advisors on the importance of technology in holistic financial planning.
David Heltzel
Financial Advisor, APMA
David will be working with clients on the eMoney and Interactive Brokers platforms.
JARED REINSTEIN
CFP, RICP
Jared entered the industry during the Great Recession and had to learn right away how to work with clients during volatile times. This experience laid the foundation for a career focused on financial planning and helping clients understand how all aspects of personal finance work together. Jared has been a CERTIFIED FINANCIAL PLANNER™ for a decade and loves turning complex and overwhelming topics into simple and transparent language to help clients gain confidence to take action on their personal financial goals.
Chris Harrington
Associate
Chris joined PlanVision with a 19-year career in civil engineering and 4-year career as a physical education & science teacher under his belt. As an engineer he assisted clients from the midwest to Latin America with their environmental & hydraulic challenges. During 8 of those years, he strengthened his company’s 401(k) as a fiduciary on their 401(k) committee and learned how well-structured retirement plan defaults, and low-cost indexing improve participant outcomes. Seeking high-quality financial advice at a fair price led him to PlanVision, first as a client, and now as an Associate, where he is elated to assist their growing clientele with their financial goals.
Chris will be working with clients on the eMoney platform. In addition, he will be working on research projects for PlanVision.
Julie Zoril
Administrative Support
Julie has provided light support to PlanVision for many years but officially joined in 2023. Her former career spanned nearly 20 years in law, technology and project management. She provides administrative support to the team.
CHRISTIAN RIECK
Operations. Content Creation
Christian provides client and operational support to PlanVision. He has worked with Mark since the inception of PlanVision to develop the back end operations, support systems and technology that enables PlanVision to provide personal guidance and support at an affordable price. Christian also coordinates much of the social media and audio/visual content for PlanVision.
