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.
Ruth Chicca
Financial Advisor, CFP®
Ruth enjoys helping clients bring clarity and confidence to important financial decisions. With more than 15 years of experience in financial services, she has worked in banking, insurance, investment management, and comprehensive financial planning. As a CFP® professional who holds FINRA Series 7 and 66 licenses. She believes financial planning should be practical, personalized, and focused on helping clients make informed decisions about their future. Ruth is approachable and thoughtful and her goal is for client’s to leave their engagements feeling more informed, confident, and in control of their financial future.
Randal Best
Financial Advisor, CFP®
Randal has more than 20 years of experience across the financial services industry, including financial planning, advisory, supervision, banking, and insurance. He is a CFP® professional and enjoys helping clients simplify complex financial topics into practical, long-term planning decisions.
In addition to his advisory and leadership background, Randal has worked internationally supporting military communities and clients living abroad, and has lived in Germany, Italy, and the United Kingdom. These experiences have given him a strong appreciation for the unique planning considerations faced by internationally based individuals and families.
He enjoys working in a planning-focused environment centered on education, clarity, and helping clients make thoughtful financial decisions with confidence.
Allan Leung
Associate
Allan joins PlanVision as a financial advisor and is a candidate for CFP® certification. He believes financial planning is about more than just managing money—it’s about creating the freedom and flexibility to focus on what matters most in your life.
Before transitioning to personal financial planning, Allan spent years leading financial strategy, budgeting, and brand management initiatives for major companies including Walmart, Procter & Gamble, Bayer Healthcare, and Serta Simmons Bedding. He brings that experience to his work with individuals and families, helping them develop practical, personalized plans that support their long-term financial goals. He applies the strategic planning and analytical skills developed throughout his corporate career to help clients make informed financial decisions with clarity and confidence, navigate complex financial choices, and make steady progress toward their goals. Through his experience with H&R Block and the Volunteer Income Tax Assistance (VITA) program, Allan also helps clients identify tax-efficient strategies that can reduce unnecessary tax burdens and preserve more of their hard-earned wealth. His goal is to help clients align their financial resources with the life they want to build while protecting what they’ve earned and making meaningful progress toward their future goals.
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.
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!
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.
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.
