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About Us

Mark Smith, CPA, CFP®, CLU®, ChFC® Photo Mark Smith, CPA, CFP®, CLU®, ChFC® Hover Photo
Read Bio

Mark Smith, CPA, CFP®, CLU®, ChFC®

President

Mark Smith, CPA, CFP®, CLU®, ChFC®

President

804.368.0854 | mark@vwplanning.com

Experience and Education

Mark founded Vision Wealth Planning, LLC in 2012 as a fee-based financial planning and Registered Investment Advisory firm in Richmond, VA.  His professional passion is serving the needs of individuals and families in achieving their financial objectives by combining financial planning with investment management.

Prior to founding VWP, Mark was with CapGroup Advisors in Richmond, VA and served on its Executive Committee as the Managing Principal of the Private Client Practice and worked with select high net worth individuals and families in providing comprehensive wealth management services.  He has over 25 years of experience providing financial planning services.

A magna cum laude graduate of Virginia Commonwealth University with a BS in accounting, Mark is a non-practicing Certified Public Accountant, a CERTIFIED FINANCIAL PLANNER professional, a Chartered Life Underwriter® and a Chartered Financial Consultant®. He is a member of the Financial Planning Association, the American Institute of Certified Public Accountants, the Virginia Society of Certified Public Accountants and a Personal Financial Planning Section member of the AICPA.  Virginia Business Magazine has named Mark a Super CPA in the practice specialty of Personal Financial Planning nine times since 2004.

Personal

In addition to his professional focus on helping affluent investors realize their goals, Mark is also committed to fostering community growth.  He serves as an Elder at Fellowship Community Church of Mechanicsville, is a Junior Achievement volunteer, and has coached for Upward basketball and soccer.

Mark is married to Debbie, who graciously does behind the scenes work Mark doesn’t like to. They have a son, Court and daughter, Marissa.  Together, they like to camp, watch movies, participate in church ministry of various kinds and keep Sweet Frog in business.  Mark also enjoys exercise and running.

Debbie Smith Photo
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Debbie Smith

Chief Operating Officer

Debbie Smith

Chief Operating Officer

804.368.0854 | debbie@vwplanning.com

Experience and Education

Debbie has been with Vision Wealth Planning, LLC since 2012 when the firm was founded. She loves using her administrative gifts to help Mark serve the clients of VWP.  She handles the bookkeeping and helps with much of the paperwork involved with the day-to-day workings of the firm plus any other behind the scenes tasks that are needed (meaning, the ones that Mark doesn’t enjoy as much).

A graduate of Longwood College with a BS in Elementary Education, Debbie taught locally in Henrico County for 8 years.  She then became a full-time stay-at-home mom when children joined the Smith family.  She later put her teaching skills to use when the family decided to homeschool their children.  Upon the graduation of their youngest from high school she began to devote even more time to tasks at VWP.

Personal

In addition to learning new skills to help with her duties at VWP, Debbie also serves in several areas of ministry at Fellowship Community Church of Mechanicsville, including volunteering with Operation Christmas Child and serving each summer with the youth from her church in World Changers projects, and is a Junior Achievement volunteer.

Debbie enjoys working alongside her husband, Mark, and welcoming back home their college-aged children, son, Court, and daughter, Marissa, when they are on breaks from school.  Free-time activities include camping, watching movies or favorite TV shows, playing games and ministering to others through their church.  Debbie also enjoys reading, scrapbooking, knitting as well as other types of crafts. She is often accompanied by her constant companion, their dog, Daisy, when doing many of these activities.

Our Team at Congress WEalth


Congress Wealth Advisor Solutions is a division of Congress Wealth Management (formerly Pinnacle Advisory Group), one of the leading wealth management firms in the nation, managing over $5 Billion for institutions and families worldwide. The firm partners with a limited number of qualified independent wealth management firms around the country to support their investment, client service, marketing and business practices to ensure best-in-class service to their clients. By pooling resources, VWP can assure clients it is delivering premier risk-managed investment services while also relieving the firm of the busywork that too often keeps advisors from spending more time with clients. VWP is provided with a dedicated Client Service Representative and full access to the entire staff. Please see below to meet Congress’ investment team or click here for updates from the team.

Mike Corcoran  Photo

Rich Barrett

CHief investment officer

Kimberli Fleck, Esq Photo

Carl Noble, CFA®

SVP of Investments

Kimberli Fleck, Esq Photo

Sauro Locatelli, CFA®, FRM

DIRECTOR OF QUANTITATIVE RESEARCH




David Rosenblatt Photo

Sean Dillon, CMT, CFTe®

SVP of investment strategy
Jacqueline Trezza Photo

Joe Zimmerman

senior Trader
Kimberli Fleck, Esq Photo

Ross Causley

Trader



Client Services Team


Rob Hinson Photo

Kristin Tucker, CFP®

Director of Client Relations
Mike Corcoran  Photo

Steven Ramina, CFP®, ChFC®

operations manager
Jennifer Bohlman Photo

Karima Escalona,

FPQP

Senior operations SPECIALIST


Mark Smith, CPA, CFP®, CLU®, ChFC® Photo Mark Smith, CPA, CFP®, CLU®, ChFC® Hover Photo
Read Bio

Mark Smith, CPA, CFP®, CLU®, ChFC®

President

Mark Smith, CPA, CFP®, CLU®, ChFC®

President

804.368.0854 | mark@vwplanning.com

Experience and Education

Mark founded Vision Wealth Planning, LLC in 2012 as a fee-based financial planning and Registered Investment Advisory firm in Richmond, VA.  His professional passion is serving the needs of individuals and families in achieving their financial objectives by combining financial planning with investment management.

Prior to founding VWP, Mark was with CapGroup Advisors in Richmond, VA and served on its Executive Committee as the Managing Principal of the Private Client Practice and worked with select high net worth individuals and families in providing comprehensive wealth management services.  He has over 25 years of experience providing financial planning services.

A magna cum laude graduate of Virginia Commonwealth University with a BS in accounting, Mark is a non-practicing Certified Public Accountant, a CERTIFIED FINANCIAL PLANNER professional, a Chartered Life Underwriter® and a Chartered Financial Consultant®. He is a member of the Financial Planning Association, the American Institute of Certified Public Accountants, the Virginia Society of Certified Public Accountants and a Personal Financial Planning Section member of the AICPA.  Virginia Business Magazine has named Mark a Super CPA in the practice specialty of Personal Financial Planning nine times since 2004.

Personal

In addition to his professional focus on helping affluent investors realize their goals, Mark is also committed to fostering community growth.  He serves as an Elder at Fellowship Community Church of Mechanicsville, is a Junior Achievement volunteer, and has coached for Upward basketball and soccer.

Mark is married to Debbie, who graciously does behind the scenes work Mark doesn’t like to. They have a son, Court and daughter, Marissa.  Together, they like to camp, watch movies, and participate in church ministry of various kinds.  Mark also enjoys weight training and running.

Debbie Smith Photo
Read Bio

Debbie Smith

Chief Operating Officer

Debbie Smith

Chief Operating Officer

804.368.0854 | debbie@vwplanning.com

Experience and Education

Debbie has been with Vision Wealth Planning, LLC since 2012 when the firm was founded. She loves using her administrative gifts to help Mark serve the clients of VWP.  She handles the bookkeeping and helps with much of the paperwork involved with the day-to-day workings of the firm plus any other behind the scenes tasks that are needed (meaning, the ones that Mark doesn’t enjoy as much).

A graduate of Longwood College with a BS in Elementary Education, Debbie taught locally in Henrico County for 8 years.  She then became a full-time stay-at-home mom when children joined the Smith family.  She later put her teaching skills to use when the family decided to homeschool their children.  Upon the graduation of their youngest from high school she began to devote even more time to tasks at VWP.

Personal

In addition to learning new skills to help with her duties at VWP, Debbie also serves in several areas of ministry at Fellowship Community Church of Mechanicsville, including volunteering with Operation Christmas Child and serving each summer with the youth from her church in World Changers projects, and is a Junior Achievement volunteer.

Debbie enjoys working alongside her husband, Mark, and welcoming back home their college-aged children, son, Court, and daughter, Marissa, when they are on breaks from school.  Free-time activities include camping, watching movies or favorite TV shows, playing games and ministering to others through their church.  Debbie also enjoys reading, scrapbooking, knitting as well as other types of crafts. She is often accompanied by her constant companion, their dog, Daisy, when doing many of these activities.

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