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

Mark Van Mourick
Chief Executive Officer

Bart Zandbergen

Bart Zandbergen, CFP ®
Senior Wealth Advisor


Leslie Calhoun
Chief Investment, Chief Compliance Officer

Stella Choi CFA

Stella Choi, CFA®, CFP®
Director of Portfolio Management

Dee Cinquegrani

Dee Cinquegrani
Vice President of Finance & Development


Leon James, CFP®
Senior Managing Director,
Optivest Retirement Strategies

Glori Crumpley

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.

Visit Website

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.

Visit Website

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

Visit Website