Michael, the founder of DVB Financial, drives the company’s strategic vision. At every step, he meticulously evaluates each business decision with the question, “How does this enhance the lives of the people we serve?” This unwavering dedication to helping others is reflected in the exceptional caliber of partners and employees at the firm.
Michael specializes in providing comprehensive services to business owners and their families. Recognizing the intricate dynamics between family and business, as well as the time constraints faced by most owners, he assembles and coordinates with a team of experts to develop solutions and advocates on behalf of the family to ensure their vision and values remain at the forefront.
He brings over 20 years of experience in the financial services industry. Michael began his career on the sales team of a boutique mutual fund company. Driven by his passion for serving others, he became an advisor with a large wealth management firm. Utilizing his industry expertise with the ability to better serve families through an independent model, Michael founded DVB Financial.
Michael is a graduate of the University of Delaware, with a Bachelor of Science in Business Administration, and is a CERTIFIED FINANCIAL PLANNER™ professional, showcasing his expertise in investment management, retirement planning, insurance, taxation, and estate planning.
Michael resides in Linglestown with his wife, Nykki, and their four children. When he’s not in the office, he enjoys traveling with his wife, coaching his children’s sports teams, or enjoying a round of golf.
Jason Velencia, CFP®
Jason is a partner at DVB Financial, leading the firm’s financial planning and wealth management offering. Jason has a passion for analytics and research. He enjoys getting deeply ingrained into client’s financials to look for new efficiencies and potential synergies to improve the client’s strategic plan. Jason has a unique ability to mesh analytical work with a deliverable that is easily understood by the client.
As a Marine Veteran who served in Operation Enduring Freedom, Jason understands the meaning of selfless service and the importance of teamwork in accomplishing the mission. He is committed to providing a world-class client experience for each family that engages with DVB Financial. This includes partnering with clients to implement strategies across their entire ecosystem.
Following his service in the military, Jason received a Bachelor of Science in Business Administration from the University of Baltimore. He is a CERTIFIED FINANCIAL PLANNER™ professional and considers himself a lifelong learner looking to expand his knowledge base to better serve clients.
Jason lives in York County with his wife, Brea, and their son. The family prefers spending time outside whether on a hike, poolside, or by the beach. Jason finds his relaxation in physical exercise through a variety of activities.
Client Relationship Manager
As Client Relationship Manager at DVB Financial, Justine seeks to provide exceptional service to clients for all their administrative questions and needs. She has been with the firm for nearly 10 years and has been instrumental in developing and delivering on the high standards of the DVB client experience. Justine’s strengths lie in her ability to have a deep understanding of all DVB’s clients, which allows her to anticipate their needs and provide better service.
Justine joined DVB Financial with over a decade of experience in the hospitality industry where customer experience and service were at the forefront of her role. Graduating from Penn State with a Bachelor of Science in Accounting, DVB provided her with the opportunity to blend her passion for client service with her understanding of financial systems.
Justine lives in Linglestown with her husband, Nate, and two children. As a family, they enjoy camping trips exploring Pennsylvania and beyond. When not on a camping trip, they are avid customers of Hersheypark which is just down the road.
Special Needs Family Coordinator
Kimberley joined DVB Financial to follow her passion of serving the special needs community. Her role, Special Needs Family Coordinator, places her directly in the center of that universe. Kimberley developed, launched, and oversees the DVB Independence & Beyond initiative which provides comprehensive financial and life planning to families with special needs. She understands that each family’s situation is unique and often complex. Her days are spent in meetings alongside the family and other care providers, researching and connecting families with available resources, and engaging in the community to expand her knowledge and network.
Prior to joining DVB Financial, Kimberley was a special educator working directly with the children she continues to serve today. This experience was invaluable in her journey, allowing her to understand the educational benefits and different paths each family can pursue. While completing her Bachelor of Science in Elementary Education & Special Education at University of East Stroudsburg, Kimberley served as a mentor in the Career, Independent Living, and Learning Studies (CILLS) program which allows people with disabilities to experience college independence. Kimberley mentored participants in budgeting, schoolwork, and lifestyle activities like cooking.
Kimberley, a local of the Harrisburg area, and her husband, Stan, love exploring surrounding areas for cafes and new restaurants. They also enjoy spending time with their extended family, whether locally or on trips together to Nashville (a family favorite).
Director of Business Development
Laurie, the Director of Business Development at DVB Financial, dedicates most of her days to engaging with the community, spreading awareness about the company to centers of influence and business leaders. She oversees various areas, including marketing, community outreach, and professional relationships. Laurie possesses an exceptional talent for forging connections within the community and establishing strategic partnerships.
Prior to joining DVB Financial, Laurie enjoyed a successful two-decade tenure as a small business owner. As part of the DVB team, she spearheaded the Women In Charge initiative, which focuses on providing women with a supportive community and platform of resources to seek guidance and assistance during significant life transitions. Laurie’s own experiences with divorce, co-parenting, caretaking, business growth and sale, and career changes enable her to comprehend women’s aspirations and the challenges they may encounter. Her passion lies in collaborating with women, linking them with her diverse network of professionals, and offering guidance as they navigate through life’s toughest obstacles.
Laurie is a resident of Hershey, where she was born and raised. When she’s not engaged in her professional pursuits, she cherishes spending quality time with her two daughters and occasionally escaping the Pennsylvania winter with trips to Florida.