Maven

noun | ma·ven |  \ 'mā-vǝn \

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

 

Meet the Maven Team

Victoria Staudinger, CLU®, ChFC®, CFP®

CERTIFIED FINANCIAL PLANNER

victoria@mavenplanning.com

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.

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Callie Catherwood

Client Services Professional

callie@mavenplanning.com

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...

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Nicole Dodson

Client Services Professional

nicole@mavenplanning.com

Nicole graduated from Whitehouse High School in East Texas, and is currently attending The University of Texas at Tyler with a focus in Accounting. Nicole is very detail oriented, and enjoys problem solving, customer service, and office administration. Her passion for customer service and personal drive to obtain excellence motivate her to keep learning new skills and find better ways to accomplish goals...

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Jodi Van Voorhis

Associate Financial Advisor

jodi@mavenplanning.com

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...

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The Maven Difference

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.

The process starts from the ground up and focuses always on your life goals. Emphasis is placed on the end, 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. For some, investments may be a higher priority than, say, insurance or tax planning*. How about you? To work with Maven Financial is to make sense of the entire spectrum of wealth and risk management, not just to focus on investments. Maven knows what questions to ask so that you have the perspective you need to put the most important things first. We then match your needs with a variety of innovative solutions, including quality insurance services and investment products.

The result is a detailed roadmap that we partner together to implement, resulting in the attainment of your specific goals of a healthy and 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.

*Maven Financial does not provide tax advice.

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 and her husband, Randy, have been active supporters and fund raisers for the National Multiple Sclerosis Society for more than 15 years. They have resided in Loudoun County with their two children since 2006. Victoria is also a full-time chauffer to her children's piano, swimming, tennis and fencing events. When the little extra time she has allows, she also enjoys cooking, spending time with family and friends, gardening and feeding the less fortunate.

Designations and Degrees

  • CFP Board Certified Financial PlannerTM Practioner
  • The American College
    • Chartered Financial Consultant®
    • Chartered Life Underwriter®
  • Johns Hopkins University
    • B.S. in Biomedical Engineering
  • FINRA Series 7, Series 66, Series 63

Awards, Recognition and Memberships

  • 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
Client Services Professional

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 lives in Northern Virginia with her boyfriend and two cats. In her time off, she enjoys reading, being outdoors, and spending time with family and friends.

Nicole Dodson
Client Services Professional

Nicole graduated from Whitehouse High School in East Texas, and is currently attending The University of Texas at Tyler with a focus in Accounting. Nicole is very detail oriented, and enjoys problem solving, customer service, and office administration. Her passion for customer service and personal drive to obtain excellence motivate her to keep learning new skills and find better ways to accomplish goals.

Nicole resides in Bullard, TX with her husband and two children. She plans to finish her Master’s degree in Accounting in the coming years. In her spare time she enjoys family outings, reading, and helping her 6-year old daughter train to be on Masterchef Junior as soon as she’s eligible!

Jodi Van Voorhis
Associate 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 to help them achieve their personal financial goals led her to pursue an opportunity with Maven Financial as an Associate Financial Advisor, where she is responsible for portfolio reviews, due diligence reviews of our available portfolio managers and their strategies, financial planning strategy design, and investment client service. Jodi holds several FINRA securities licenses including her Series 6, 7, and 66.

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.