Mark Zoril
Founder, Financial Advisor
As the founder of PlanVision, Mark has over 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
Director – Tax Guidance
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.
JARED REINSTEIN
Senior Financial Advisor
CFP, RICP
Jared is a CERTIFIED FINANCIAL PLANNER and 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 CFP™ 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.
David Heltzel
Senior Financial Advisor
APMA
David will be working with clients on the eMoney and Interactive Brokers platforms.
Sal Ferrito
Senior 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.
Chris Harrington
Director of Planning Process
Chris joined PlanVision in 2023 after nearly two decades working as a civil & environmental engineer. As an engineer he assisted clients from the Midwest to Latin America with their environmental & hydraulic challenges. He also served as a fiduciary on his company’s 401(k) committee, strengthening their 401(k) plan. In that role Chris saw first-hand 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 employee. As Director of Planning Process, he is elated to help PlanVision simultaneously improve our quality and grow its presence.
Matt Boyle
Associate
Matt has almost a decade of experience covering multiple roles in the investing industry. He currently has his 7 and 63, and is working on his 65. Throughout his career he has helped both clients and advisors achieve success. He has experience in a large broker dealer home office environment so he understands that the need for clear communication is essential.
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.
Lakshmi Reguna
Associate
Lakshmi arrives with a 20-year career in cybersecurity product management and product development during which she advised enterprise leaders and engineering teams on design, development and market launch of complex cybersecurity products. Lakshmi graduated from the University of South Florida in 2003 with a Master’s degree in Computer Science.
Lakshmi is intentionally transitioning into wealth management and tax planning—bringing with me analytical rigor, risk assessment expertise, and client-focused communication skills. She is eager to contribute—supporting client financial plans, conducting research, and assisting with tax strategy implementation—while continuing to deepen my technical planning expertise through the CFP® and EA pathways.
Michelle Plummer
Project Management
Michelle provides administrative and operational support for PlanVision on a daily basis. In addition, she contributes to and leads special projects, aligning with PlanVision’s ongoing efforts to enhance and expand content for our clients.
Michelle’s professional experience includes more than 25 years in project management, database management, writing, editing, and education. Her journey with PlanVision began when she initially worked on a freelance project during its launch, and she is thrilled to now officially join the talented PlanVision team!
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.
