Who we are – PlanVision

Mark Zoril

Founder, Financial Advisor

As the founder of PlanVision, Mark has 27 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 has 20 years of investment experience, most recently serving as Portfolio Manager for a Bank Trust Department. He has a Master of Science in Personal Financial Planning and holds an Accredited Portfolio Management Advisor designation. He has served clients across all life stages from beginning investors to retirees and deeply believes in the benefits of low-cost index portfolios. His desire is to help clients understand financial concepts, build confidence, and achieve their financial goals.

David will be working with clients on the eMoney and Interactive Brokers platforms.

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.