David Koren
Founder, Wealth Manager MBA, ChFC®, CLU®
As founder and retirement planning specialist at RVA Wealth Management, David focuses on asset protection and growth, helping his clients to manage income flow and enjoy their retirement years. David has worked in the financial services ...
Michael P. Smith
Portfolio Manager, CFP®
Whether 10 years away from retirement, or 10 years into it, everyone wonders, “Will I have enough?” Mike Smith is a Certified Financial Planner and wealth manager with the skills to help clients answer this question with anticipation ...
Caleb Vaughan
Financial Planning Strategist, CFP®
Achieving successful outcomes in retirement requires careful planning and design. Adherence to a financial planning process that is intentional, transparent, and disciplined can help individuals and families work towards their life goals...
John Gargula
Risk Management & Retirement Plan Specialist
John has joined us as a Risk Management and Retirement Plan Specialist from the southside Richmond firm Davis Walker. John got his start in Chicago in the late 1980s and brings with him over three decades of experience in the financial ...
Kevin Mautte, CFP®
Wealth Advisor
Jared Keeley, CFP®
Junior Advisor
Robbie Koren
Operations Manager
Robbie is responsible for the office management and client service work for RVA Wealth Management, including new account paperwork and processing, client service requests and records management. She also markets the firm’s educational ...
Caroline Bacon
Senior Client Service Specialist
Caroline has joined us as a Senior Client Services Specialist and will be assisting with all client communications, service requests and account processing. Expect to see emails or get phone calls from her in the near future! Caroline ...