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OUR TEAM

Your purpose is our passion.

The RVA Wealth Management team is comprised of professionals in finance, investment, and strategy, who are dedicated to your financial success. Explore the profiles of the team driving our personalized solutions, ensuring your unique goals are met.

Founder, Wealth Manager
MBA, ChFC
®, CLU®

David Koren

PHONE
EMAIL
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Portfolio Manager
CFP
®

Michael P. Smith

PHONE
EMAIL
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Financial Planning Strategist
CFP
®

Caleb Vaughan

PHONE
EMAIL
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Risk Management & Retirement
Plan Specialist

John Gargula

PHONE
EMAIL
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Financial Advisor

Robin Colton

PHONE
EMAIL
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Operations Manager

Robbie Koren

PHONE
EMAIL
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Senior Client Service Specialist

Caroline Bacon

PHONE
EMAIL
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Client Services Associate

MaryBeth Schultejans

PHONE
EMAIL
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