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Meet the Team

Our Strategic Partners

Chris Finefrock

Chris Finefrock, MBA, CFP®

Senior Vice President, Financial Planning and Investments

Chris Bottaro

Chris Bottaro, MBA

Senior Vice President, Insurance Services

Michael McClary

Michael McClary, MBA

Chief Investment Officer

Tyler Denholm

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.