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Mark Van Mourick
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Bart Zandbergen
CFP
®
Sr. Wealth Advisor
Leslie Calhoun
CIO, COO
Stella Choi,
CFA
®
,
CFP
®
Director of Portfolio Management
Client Services Team
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Client Login
Contact
Us
About
Us
Our Story
Our Commitment
Our Values
The Optivest Foundation
Optivest Affiliate Companies
Who
We Serve
Overview
Business Leaders & Retirees
Philanthropic Families
Individuals in Difficult Transitions
Women in Leadership
What We Do
Wealth Management Defined
Our Services
Investment Strategy
Money Management
Family Wealth Advising & Heir Preparation
Financial Planning & Retirement Strategies
Concierge & Consulting Services
Philanthropic & Foundation Planning
Our
Team
Mark Van Mourick
Founder and CEO
Bart Zandbergen
CFP
®
Sr. Wealth Advisor
Leslie Calhoun
CIO, COO
Stella Choi,
CFA
®
,
CFP
®
Director of Portfolio Management
Client Services Team
Resources
Blog
Books
Press
Videos
White Papers
Client Login
Contact
Us
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