one who has accumulated great
knowledge in holistic financial planning; connoisseur of creative financial and tax
strategies; authority in all things related to wealth management, preservation and
distribution
Inspired by her desire to help people and make a difference in their lives,
Victoria Staudinger has devoted her life to helping others achieve their
vision.
Financial security is often a major objective in each of our lives. You try
to do what's right for those you care about, but the wrong financial decision
can often undermine the best of intentions. Whether you are concerned for your
own financial needs or those of your family or business, Victoria helps others
identify their needs and provide complementary solutions to address them.
Callie lives in Northern Virginia with her fiancé and rescue dog Lucy. Callie
provides high-quality individualized client service and enjoys effective
problem-solving. With a background in customer service and business office
management, she believes that a high attention to detail and critical thinking
are imperative to a successful career in office administration...
Rebecca Borton is proud to be part of a woman-owned small business that
empowers people to live a life they love today and in the future. She has
served a wide array of clients including public company executives, small
business owners, and up-and-coming professionals as a CERTIFIED FINANCIAL
PLANNER™ at independent wealth management firms including Commonwealth
Financial and Raymond James Financial Services...
Tori graduated from Oral Roberts University in 2022 with a degree in
Counseling. Inspired by her passion for helping people and a knack for math,
Tori has dedicated herself to assisting individuals on their financial
journeys.
Maven Financial offers a highly-analytical, holistic approach to
financial management and services for individuals, families and business
owners. Your wealth represents a means to reach that which produces happiness,
security and legacy. You will notice that you are progressing toward what
you and your loved ones really want out of life over time.
Our process starts from the ground up and focuses always on your life goals. Emphasis
is placed on the end results, not how to get there. We will assess your current
situation, desired outcomes and risk tolerance, making sure you understand every
option and vehicle available.
When you work with Maven Financial, we’ll help you make sense of the entire spectrum
of wealth and risk management, not just focus on one element, such as investments.
People often mistake investment management for financial planning, but the reality is
that investments are just a small part of financial planning which also involves
things like tax minimization, budgeting, Social Security planning, retirement
planning, asset protection, and more. Financial planning also involves preventing
financial losses due to the inevitable cognitive decline that happens as we age.
Research has shown that financial literacy declines by about 2 percent each year after
age 60, so it’s imperative to have an ally in your corner helping you stay on track.
You can count on Maven to ask the right questions about your entire financial
picture, and then match your specific needs with a variety of innovative
solutions. The result is a detailed roadmap that we will partner together to
implement, resulting in the attainment of your specific goals and a healthy,
strong financial future. You will have peace in knowing that every detail of your
financial well-being is attended to, and that your best interests are guarded in
the most caring and ethical manner.
The Nautilus Advantage
The Nautilus Group® is an exclusive membership-based resource accessible to an
elite group of approximately 200 experienced insurance and
financial industry leaders who are firmly committed to a team planning
concept. Nautilus Members work with affluent, high net worth and
business owner clients, professional athletes, professional entertainers, farmers
and ranchers, physicians, corporate executives and retired executives.
Forbes Best-in-State Financial Security Professional since 2022
Victoria Staudinger was chosen as one of just a few financial security professionals
in Virginia to be named by Forbes as one of the Best-in-State Top Financial Security
Professionals for 2022. Agents were selected by an independent research firm based on
various qualitative and quantitative data. You can learn more about SHOOK Research’s methodology here.
Victoria Staudinger Was Recognized by Northern Virginia Magazine 2 Years In A Row!
Victoria Staudinger, CFP®, CLU®, ChFC® has been named one of Northern Virginia’s
Top Investment Professionals for 2022 by Northern Virginia Magazine. The magazine
has subscribers in more than six counties, and each year, many professionals across
various financial services nominate their peers based on experience, notable regard in
the investment industry, and a commitment to superior client service. Nominees are
then thoroughly vetted by the magazine’s editorial staff before being officially named
Top Investment Professional.
LEESBURG, VIRGINA , UNITED STATES, October 28, 2021 /EINPresswire.com/ -- Victoria Staudinger,
CFP®, CLU®, ChFC® has been named one of Northern
Virginia’s Top Insurance Professionals for 2021 by Northern Virginia Magazine. The
magazine has subscribers in more than six counties, and each year, many professionals
across various financial services nominate their peers based on experience, notable
regard in the insurance industry, and a commitment to superior client service.
Nominees are then thoroughly vetted by the magazine’s editorial staff before being
officially named a Top Insurance Professional.
Victoria Staudinger, CLU®, ChFC®,
CFP® CERTIFIED FINANCIAL PLANNER
Inspired by her desire to help people and make a difference in their lives,
Victoria Staudinger has devoted her life to helping others achieve their vision.
Financial security is often a major objective in each of our lives. You try to do
what's right for those you care about, but the wrong financial decision can often
undermine the best of intentions. Whether you are concerned for your own financial
needs or those of your family or business, Victoria helps others identify their
needs and provide complementary solutions to address them.
Victoria grew up in a suburb of New York City in a family of four children. She
graduated from Johns Hopkins University in Baltimore, MD with a degree in Biomedical
Engineering, originally intending to pursue a career in medicine. Instead she chose
to explore her options in business. After nearly seven successful years with
Accenture as a consultant, she chose to pursue a career that more directly
positively impacts lives through financial security. Victoria began her career as a
Financial Advisor with Northwestern Mutual in 2006 and became a partner of Advanced
Financial Strategies in 2013. Her relentless passion to helping other achieve
financial security then led her to found Maven Financial in 2017.
“Being a financial advisor is extremely rewarding as it enables me to help people
achieve their goals. When people feel unwell, their symptoms prompt them to seek a
physician. Healing people financially often entails helping them see symptoms that
are otherwise left unnoticed. It’s wonderful to be able to help them recognize and
address those symptoms and practice ‘preventative financial medicine’.”
Victoria specializes in comprehensive financial planning, a holistic approach that
analyzes wealth accumulation and risk management strategies to create meaningful and
measurable financial plans. Victoria assists individuals, families, and business
owners in developing a roadmap to the future by identifying emotional needs and
desires, and taking necessary actions to attain their most amazing future.
Victoria resides in a suburb of Dallas with her two children. In addition to being
a #bossgirl she is also a full-time mom and cheerleader to her children's oboe,
cross-country, and tennis events. She also enjoys cooking, spending time with family
and friends, gardening and raising food donations in support of hunger relief.
Forbes Best-in-State Financial Security Professional since 2022, 2022
Million Dollar Round Table, The Premiere Association of Financial
Prefessonals: Annually since 2008
MDRT Court of the Table: Annually since 2012
Member, National Association of Insurance and Financial Advisors: Annually
since 2006
Callie Catherwood Director of Operations
Callie graduated from Park View High School in Northern Virginia and is currently
working towards a degree in Business Management. Callie provides high-quality
individualized client service and enjoys effective problem-solving. With a
background in customer service and business office management, she believes that a
high attention to detail and critical thinking are imperative to a successful career
in office administration.
Callie resides in Northern Virginia with her fiancé and her Great Pyrenees, Lucy.
In her time off, she enjoys reading, being outdoors, and spending time with family
and friends.
Jodi Van Voorhis Financial Advisor*
Jodi originally hails from Boston and moved to the mid-Atlantic to attend college
in Washington, DC. As a graduate of American University with honors, Jodi started
her career in financial services over 16 years ago with Calvert Investments, a
mutual fund investment company located in Bethesda, MD. Over the course of 12 years
there, she held several positions culminating in being an Associate Credit Analyst
and Assistant Portfolio Manager managing $2B across 4 money market funds. With an
established background in portfolio management and credit analysis, Jodi left
Calvert to pursue the personal wealth management space and has since gained
experience in personal financial planning and investment management. Her most recent
position was as Director of Trading and Operations for an investment advisory firm.
Her passion for working with clients more closely led her to become a financial
advisor with Maven Financial.
Jodi resides in Sterling, VA with her husband, two children and their dog, Hunter.
In her spare time, Jodi enjoys spending time outdoors with her family, running,
hiking, and yoga. She is very active in her community, volunteering with local youth
sports and at her children’s schools.
Tori Trotter
Tori graduated from Oral Roberts University in 2022 with a degree in Counseling.
Inspired by her passion for helping people and a knack for math, Tori has dedicated
herself to assisting individuals on their financial journeys.
Beyond the world of finance, Tori immerses herself in the beauty of nature, enjoys
exploring her home state of Oklahoma, cherishes moments with friends and family, and
loves playing with her cat Cleo. Tori also indulges in her creative side with unique
arts and crafts including pumpkin carving and diamond painting, and has even held
informal classes teaching these crafty hobbies to family and friends.
Rebecca Borton, CFP® CERTIFIED FINANCIAL PLANNER
Rebecca Borton is proud to be part of a woman-owned small business that empowers
people to live a life they love today and in the future. She has served a wide array
of clients including public company executives, small business owners, and
up-and-coming professionals as a CERTIFIED FINANCIAL PLANNER™ at independent
wealth management firms including Commonwealth Financial and Raymond James Financial
Services.
Rebecca graduated from American University with honors, Magna Cum Laude,
with dual degrees in Economics and International Studies, which included studies at
the prestigious London School of Economics and Political Science. She volunteered at
an indigenous women’s micro-finance cooperative in Ecuador and studied
macroeconomics before finding her passion in finance where she is able to feel more
personally rewarded by her impact on individuals.
In her personal time, Rebecca believes in practicing politics in person, relishes
knocking doors for local candidates, engaging with her neighbors and
representatives, and serves as an advisor to the Bipartisan Leadership Project at
GMU. She is a relentless champion and super-connector for activists, women, and
main-street businesses. Rebecca enjoys puttering in her garden, walking (and
sometimes running) the W&OD trail, patronizing local art galleries, practicing
yoga, traveling to visit family and friends, and cooking with her husband Timothy.
She makes a mean sourdough waffle if you ever stop by for breakfast. Consider
yourself invited!
Erik Rinehold Associate Financial Advisor
Erik is originally from the suburbs of Philadelphia where he grew up playing
hockey. He completed his bachelor’s degree in Finance with a minor in Economics at
the Indiana University of Pennsylvania and immediately began his career at Merrill
Lynch as a retirement planning tool specialist. Over the course of three years he
helped financial advisors understand how to use the planning tool and communicate
the results of the analyses to their clients. He left Merrill Lynch to further his
passion for comprehensive financial planning and took a role as the Director of
Financial Planning with a private wealth management firm in Tysons Corner, VA where
he supported three financial advisors by working with their clients through the
financial planning process end to end.
Erik now brings his talent, expertise, and drive to positively impact people’s
lives to Maven Financial as an Associate Financial Advisor where he is responsible
for portfolio reviews, due diligence reviews of our available portfolio managers and
their strategies, financial planning analyses and strategy design, and investment
client service. Erik holds several FINRA securities licenses including his Series 7
and 66, and his life & health insurance and annuity licenses. Additionally, He
is a candidate for the Certified Financial PlannerTM certification which is the
standard of excellence in financial planning services, and anticipates completion
within the next 12 months.
Erik lives in Arlington, VA with his girlfriend and their two cats, Kiwi and Percy.
In his spare time, he enjoys spending time with his family, playing ice hockey in
the local men’s leagues and traveling whenever possible.
It’s critically important that you figure out what you have coming in, what you
have going out, and decide how to best manage your money for financial success.
No matter what your goals are, such as retiring comfortably, paying for your
children’s college education, or protecting your estate, we’ll help you get on
the right path and figure out what it’s going to take.
Having control over your money and knowing you are on track to accomplishing
your goals will help you sleep at night free from worry, knowing you are taking
care of your loved ones.
Experience life’s true purpose and leave a legacy to those you will leave
behind. Whether it’s your favorite charity or your favorite loved ones, we’ll
help you navigate the road to feeling fulfilled.
Forbes Best-in-State Financial Security Professional
since 2022
Since 2022, Victoria Staudinger has been recognized as one of Forbes’ Best-in-State Top
Financial Security Professionals, an honor reserved for a select few individuals chosen
based on many criteria considered by an independent research firm. We are incredibly
excited to be part of this distinguished list, and we are extremely grateful to our
clients who made this possible. Thank you for trusting us with your wealth, your
business, your family, and your future. We look forward to serving you with excellence
for many years to come!
About the Award
Financial security professionals earned this recognition based on various criteria such
as personal interviews, assets under management, and compliance records. Honorees were
chosen by SHOOK Research, an independent research firm. To learn more about their
methodology, click here.
Neither SHOOK nor Forbes receives any compensation in exchange for
placement on its Top Financial Security Professional (FSP) rankings (including the
Best-In-State Financial Security Professional rankings), which are determined
independently (see methodology). FSP refers to professionals who are properly licensed
to sell life insurance and annuities. FSPs may also hold other credentials and licenses
which would allow them to offer investments and securities products through those
licenses. The ranking algorithm is based on qualitative measures learned through
telephone, virtual and in-person interviews to measure best practices, client retention,
industry experience, credentials, review of compliance records, firm nominations; and
quantitative criteria, such as assets under management, sales figures, and revenue
generated for their firms. Investment performance is not a criterion because client
objectives and risk tolerances vary, and these professionals rarely have audited
performance reports. Individuals must carefully choose the right FSP for their own
situation and perform their own due diligence. SHOOK’s research and rankings provide
opinions intended to help individuals choose the right FSP and are not indicative of
future performance or representative of any one client’s experience. Past performance is
not an indication of future results. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of
SHOOK Research, LLC.
