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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.

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 Best-in-State Financial Security Professional since 2022, 2023

  • 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

Read more about the Forbes SHOOK® Research Top Financial Security Professionals list and the ranking methodology here: https://www.forbes.com/sites/rjshook/2025/07/10/methodology-americas-top-financial-security-professionals-2025/

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.


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Callie Catherwood

DIRECTOR OF OPERATIONS


callie@mavenplanning.com

Callie Catherwood joined Maven Financial in 2015 and currently serves as Director of Operations. Passionate about continuous growth, she is studying Business Management Information Science at George Mason University to further enhance her business strategy and technology expertise. Callie is dedicated to delivering personalized solutions and fostering strong client relationships and remains committed to the success of Maven Financial and its clients.

Callie resides in Northern Virginia with her husband and Great Pyrenees rescue dog, Lucy. In her free time, she enjoys being outdoors, traveling, and spending time with family and friends. She is also passionate about animal rescue and fosters dogs for a local rescue group.


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Neli Ruiz

REGISTERED SERVICE ASSISTANT


neli@mavenplanning.com

Neli Ruiz is a dedicated Client Services Associate with a passion for providing exceptional support and building strong relationships with clients. In 2021, she began her work in the financial services industry as an agent of New York Life, where she developed a deep understanding of client needs and financial planning processes. With a bachelor’s degree in business administration and Series 6 and 63 licenses, Neli brings both knowledge and experience to her role, ensuring clients receive the highest level of service and support. She is committed to making financial planning a smooth and accessible process for every client she assists.

Outside of work, Neli enjoys traveling in her RV, watching her daughters play soccer, and staying active. She lives in North Texas with her wife and their two dogs.


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Alicia Cardona

REGISTERED SERVICE ASSISTANT


alicia@mavenplanning.com

Alicia Cardona brings a deep understanding of both the operational and planning sides of wealth management with over 20 years of experience in the financial solutions industry. She began her career in an administrative capacity, where she developed a strong foundation in client service, relationship management, and advisor support—skills that continue to shape her client-first approach today.

Now serving as an Registered Service Assistant, Alicia is passionate about helping clients make informed financial decisions through education and personalized guidance. She holds the Behavioral Financial Advisor (BFA™️) designation, which allows her to support clients in navigating the emotional and behavioral aspects of financial decision-making. She is also furthering her skills and knowledge by taking graduate level courses and training in the financial field.

Known for her empathetic approach and attention to detail, Alicia is dedicated to building long-term relationships and helping clients feel confident about their financial future.

Outside of work, Alicia enjoys spending time with her husband and two sons, often exploring the many attractions and natural beauty of Central Florida. A creative at heart, she also loves sewing, crafting, and tending to her vegetable garden.