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Your Team, All Together - Optivest Wealth Management
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Your Team, All Together

Our investment professionals offer over 150 years of combined experience in comprehensive wealth management and investment strategy. The foundation of any truly successful business engagement is a trustworthy relationship. Our team of advisors and staff are focused on building meaningful, long-term relationships with our clients that yield a multitude of dividends.

Our Advisors

Mark Van Mourick Founder and CEO

Having founded Optivest in 1987, Mark has managed the investment portfolios of several of the nation’s wealthiest families and is the author of the book Cash Out, Cash In – The After Success Investment Guide. Mark is passionate about legacy planning and heir preparation, and often finds a great fit with those guided by faith seeking to impact others with generous giving.

Bart Zandbergen, CFP® Sr. Wealth Advisor

Building on 25 years of industry expertise as a Certified Financial Planner (CFP®) and investment advisor, Bart specializes in financial planning and investment management for professionals, families and business owners desiring economic independence. He is passionate about creating a plan for true wealth and a purposeful life.

Leslie Calhoun CIO, COO

Bringing over 25 years of diverse financial industry experience, Leslie specializes in advising women and personal financial planning to promote financial competency and literacy for those in wealth accumulation and wealth preservation phases. Leslie also researches and introduces direct investment opportunities to the Investment Committee for consideration in client portfolios.

Stella Choi, CFA®, CFP® Director of Portfolio Management

Stella Choi holds the esteemed Chartered Financial Analyst (CFA®) and Certified Financial Planner (CFP®) designations and is responsible for researching, developing and maintaining investment portfolios to fulfill the Optivest diversified portfolio allocation specifications by diversifying portfolios among best-in-class, cost-efficient funds and managers.

Client Services Team

Leon James, CFP®, CRFA Senior Managing Director of Optivest Retirement Strategies
Dee Cinquegrani VP, Finance & Development
Shannon Kavlich Director of Client Services
Ashlee Enzensperger Director of Operations & IT
Glori Crumpley Client Manager
Carolyn Le Client Service Associate
Lisa Rae Administrative Assistant
Reach out to our Director of Client Services Shannon Kavlich to learn more or to schedule a complimentary Discovery Meeting where we’ll explore your needs and aspirations for wealth, family and the causes you care about.