Advisors at this firm
Maynard K
CFP®, Series 63, Series 65
Roanoke, VA
American Financial Planning, Inc.
Maynard Keller is a CFP® professional with 24 years of industry experience, currently serving at American Financial Planning, Inc. since 2006. He holds Series 63 and Series 65 licenses and is based in Roanoke, VA. In addition to his advisory role, he provides tax preparation services through the firm during the tax season. American Financial Planning, Inc. offers financial planning and discretionary investment management primarily to individual and high-net-worth clients, as well as corporate pension and charitable accounts. The firm employs a diversified index investment approach with occasional active management and emphasizes modular financial planning tailored to client needs.
Jon M
CFP®, Series 65
Roanoke, VA
American Financial Planning, Inc.
Jon Matlock is a CFP® with three years of industry experience, currently serving at American Financial Planning, Inc. He has previously worked at Beacon Wealth Consultants and the International Mission Board. American Financial Planning, Inc. provides financial planning and discretionary investment management primarily to individual and high-net-worth clients, as well as corporate pension and charitable accounts. The firm emphasizes diversified index investments with customized ethical screens and offers modular financial planning services tailored to client needs.
Mark C
Series 66
Yorktown, VA
American Financial Planning, Inc.
Mark Castonguay is a financial advisor with American Financial Planning, Inc. He holds a Series 66 designation and has eight years of industry experience. His prior work includes roles at Infinex Investments, Inc. and Virginia Asset Group. Outside of advising, he manages a bookkeeping and accounting services business and serves as an administrative assistant for Congregation Zion's Sake. American Financial Planning, Inc. provides financial planning and discretionary investment management primarily to individual and high-net-worth clients, as well as corporate pension and charitable accounts. The firm emphasizes diversified index investments combined with occasional active funds and offers customized investment restrictions based on client preferences.
