Maven Financial

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 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...

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Rebecca Borton, CFP®

CERTIFIED FINANCIAL PLANNER

rebecca@mavenplanning.com

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...

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Debbie Taylor

CLIENT SERVICES PROFESSIONAL

debra@mavenplanning.com

Debbie has over 31 years of experience supporting numerous executives and departments in the insurance services industry. Her organizational skills, willingness to learn, and desire to pitch in and help wherever needed have been assets in each of her roles....

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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.

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.

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In The News

Forbes 2022 Best-in-State Financial Security Professional

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.

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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.

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

  • Forbes 2022 Best-in-State Financial Security Professional, 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
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 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.

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!

Debbie Taylor
Client Services Professional

Debbie has over 31 years of experience supporting numerous executives and departments in the insurance services industry. Her organizational skills, willingness to learn, and desire to pitch in and help wherever needed have been assets in each of her roles.

Debbie resides in Northern Virginia with her husband Bill and their three adopted dogs Buford, Snickers, and Furby. She enjoys listening to books, playing piano, and cooking, and spends Saturdays volunteering at adoption events for a local dog rescue group.

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.

Value of an Advisor

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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 2022 Best-in-State Financial Security Professional

In 2022, Victoria Staudinger was 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.