At Optivest, our mission is simple: to guide our clients to a secure and prosperous financial future. With progressive vision and over twenty-eight years experience, we’ll provide the expertise you need to turn the success you’ve earned into the peace of mind you deserve. At Optivest, our values are more than a list of words in the company manual; they are an integral part of who we are and how we conduct our business. Based on Biblical values, Optivest strives for a corporate culture of mutual respect, client centered customer service, integrity at all levels, professionalism and hard work. We provide ongoing training and are continually upgrading our technology systems. We recognize that in most cases, our client’s portfolios are irreplaceable and we take great care in the handling of their funds.
Investment advisory services are offered by Optivest, Inc. under SEC Registration and securities are offered through Gramercy Securities, Inc., member FINRA & SIPC, 3949 Old Post Road, Charlestown, RI, 02813, 800-333-7450.
Meet Our Team
Mark Van Mourick
Chief Executive Officer
Bart Zandbergen, CFP ®
Senior Wealth Advisor
Leslie Calhoun
Chief Investment, Chief Compliance Officer
Stella Choi, CFA®, CFP®
Director of Portfolio Management
Dee Cinquegrani
Vice President of Finance & Development
Leon James, CFP®
Senior Managing Director,
Optivest Retirement Strategies
Glori Crumpley
Client Manager
Ashlee Enzensperger
Director of Operations and IT
Shannon Kavlich
Director of Client Services
Lisa Rae
Administrative Assistant
Optivest Affiliate Companies
Optivest Properties
Optivest Properties is a fully integrated property acquisition and management company specializing in mini-warehouse and multi-tenant properties across the U.S. They are also a Professional Regional Operator (PRO) of the National Storage Affiliates Trust REIT.
Optivest Investment Banking
The Optivest Investment Banking division provides corporate finance advisory and transaction based investment banking services for emerging growth and middle-market companies. Led by Paul Donnelly.
Optivest Retirement Strategies
This division of Optivest provides expertise in the complex issues of retirement planning, including IRAs & 401(k)s, pensions, social security, income annuities and life insurance. Led by Leon James, CFP/CRFA