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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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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Erik Rinehold

Associate Financial Advisor

erik@mavenplanning.com

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...

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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.

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 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.

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 East Texas with her husband, two children, and their dog, Joey. 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 7-year old daughter train to be on Masterchef Junior as soon as she’s eligible!

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.

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.