About Us

Let us help you simplify your life!

Our Story

About What We Do & How We Got Here

Why Choose Us

We are a team of fiduciaries, the legal term which means that we will always put your interests above our own. We offer advice that is impartial and always seeks your best interest.

What Drives Us

Our core desire is to help you protect your assets, maximize your income, minimize taxes, and build wealth. We have the experience and the tools to get it done and we’re passionate about helping you achieve your financial goals.

Our Philosophy

We believe that our compensation structure of being “fee-only” allows us to give more comprehensive, impartial advice. When you walk in our door, we don’t have a prepackaged product that we want to sell you. We simply give advice that’s based on our financial expertise and specific to your situation and goals.

Maynard L. Keller, Jr., CFP®

Founder and President

Maynard has 28 years of experience in the financial world. After satisfying the requirements to become a CERTIFIED FINANCIAL PLANNER™ professional in 2006, he founded American Financial Planning, Inc. His main hobby is riding his bike to work 4 days a week. In addition to this, he rode his bike across America in 2011 for Team Roll Over Cancer.

Maynard is married to his wife, Rachel, of 33 years and they have 5 children together. He is a founding elder at his Messianic synagogue where he preaches regularly.

Contact Maynard

 

Phone:      (504) 904-1670×1

Email:        [email protected]

Maynard’s family has served in the military going back to 1775. His grandfather was killed in action in the Normandy invasion. 

Maynard is a board member of BRRAG (Bus Riders of Roanoke Advocacy Group) and a regular bus rider.

Maynard is a member of Team Rollover Cancer and has biked across America to raise funds for cancer research.

Jon A. Matlock, CFP®

Financial Advisor

Jon came on board with American Financial Planning, Inc. in July of 2022. Before becoming a financial planner, he worked in church relations with the International Mission Board, SBC and also served as a missionary. He completed the requirements to become a CERTIFIED FINANCIAL PLANNER® professional in June of 2024.  Jon has a passion for helping clients simplify their lives through comprehensive financial planning.

Jon is married to his wife, Tiffany, with whom he has two sons, Caleb and Daniel. In his free time, Jon enjoys hiking in the beautiful Roanoke Valley, serving at North Roanoke Baptist Church, and a variety of nerdy hobbies.

Contact Jon

 

Phone:      (504) 904-1670 x2

Email:         [email protected]

Mark Castonguay

Investment Advisor Representative

Mark partnered with American Financial Planning beginning in August 2023.  Prior to this, Mark worked in Retail Store Leadership & Financial Firm Operations.  Mark is also on staff with his Messianic synagogue, assisting in their day-to-day operations and administration.  Mark is a native of the State of Maine where he attended the University of Maine, earning a Bachelor of Science Degree in Business Administration, with a concentration in Management.  Mark’s 15+ years of experience, in both customer service & financial planning, allows him to custom tailor his approach, specific to each individual, ensuring he best supports their needs.

 

Mark is married to his wife Courtney of 2 years, with whom he has one son, Josiah.  He enjoys being outside in the summer, spending fall in the Virginia Mountains, deer hunting, and visiting off-the-trail historical landmarks and museums.

Contact Mark

 

Phone:      (757) 272-7546

Email:          [email protected]

Passover!

Picking & eating strawberries!

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Have additional questions? Contact us for more information and answers!