DVB Financial | Our Team

Michael Benkovic, CFP®

Principal Partner

Jason Velencia, CFP®

Wealth Advisor/Partner

Justine Snyder

Client Relationship Manager

Kimberley Kuczawa

Special Needs Family Coordinator

Laurie Rippon

Agewise Family Coordinator

Chase Shields

Wealth Manager Assistant

Michael Benkovic, CFP®

Principal Partner

Michael Benkovic, CFP®, Founder, and Principal Partner of DVB Financial, leads the firm’s strategic vision with an unwavering commitment to enhancing the lives of clients. At every step, he meticulously evaluates each business decision with the question, “How does this enhance the lives of the people we serve?”

At DVB Financial, Michael leads a team dedicated to helping clients navigate life’s complexities with confidence and clarity. The firm offers highly specialized services tailored to each client’s unique needs, including retirement planning through RetireRight, senior lifestyle transitions with AgeWise, special needs planning via Independence and Beyond, and business owner solutions through BizOwner360. With a focus on simplifying life’s intricate challenges, DVB provides exceptional expertise and personalized care to empower clients at every stage of life.

Recognizing the unique burdens that arise as loved ones age, Michael founded AgeWise as a platform to guide families through the complexities of senior lifestyle transitions. AgeWise provides comprehensive support, addressing everything from evaluating service providers and relocation options to navigating financial implications. This platform ensures families have a partner who alleviates stress and helps preserve their legacy during life’s pivotal moments.

With over 20 years of experience in the financial services industry, Michael began his career on the sales team of a boutique mutual fund company. His passion for serving others led him to become an advisor with a large wealth management firm before founding DVB Financial to provide a truly independent and client-focused planning experience.

Michael holds a Bachelor of Science in Business Administration from the University of Delaware and is a CERTIFIED FINANCIAL PLANNER™ professional, with expertise in investment management, retirement planning, insurance, taxation, and estate planning.

Michael resides in Linglestown with his wife, Nykki, and their four children. Outside the office, he enjoys traveling with his wife, coaching his children’s sports teams, and playing a round of golf.

Meet The Team

Michael Benkovic, CFP®

Jason Velencia, CFP®

Justine Snyder

Kimberley Kuczawa

Laurie Rippon

Chase Shields