Meet the Team
Our Strategic Partners
Chris Finefrock, MBA, CFP®
Senior Vice President, Financial Planning and Investments
Chris Bottaro, MBA
Senior Vice President, Insurance Services
Michael McClary, MBA
Chief Investment Officer
Tyler Denholm, CFA®
Vice President, Investment Management
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.