TWM Team

Joe Trovato, President and Owner 

After several years working and growing the family firm, in 2012 Joe ventured out on his own to launch Trovato Wealth Management, which is headquartered in Bakersfield. Since then, TWM has become recognized as one of the leading financial planning and asset management firms in Kern County.

Raised in Bakersfield, Joe received his education from Garces Memorial High School and St Mary's College of California. For over 20 years Joe has helped people in Kern County and more than twenty-eight states by customizing plans designed to protect them against financial risks associated with retirement.

In his free time, Joe enjoys spending time with family, traveling, is an avid surfer, and baseball enthusiast.

Joe can be reached at joe@TrovatoWealthManagement.com


Kim Trovato, Administrative Assistant

Kim works as an administrative assistant for TWM. She is responsible for providing administrative support to the firm and its daily business operations. Kim received her Bachelor of Arts degree in Liberal Studies from California State University Bakersfield and holds a Clear Multiple Subject Teaching Credential with a Supplement in Mathematics.

Kim enjoys taking part in the many activities of her family.

Kim can be reached at kim@TrovatoWealthManagement.com


Marcia Hunsaker, Administrative Assistant

Marcia joined the TWM team as an Administrative Assistant in September 2021. Marcia and her husband have been TWM clients since 2008.

Marcia has previously worked as an Administrative Assistant for a local hospital, a local real estate company, and a local technology company as well as in the oil industry. Marcia received her Bachelor of Science degree in Business Administration at California State University, Northridge.

Marcia can be reached at marcia@trovatowealthmanagement.com


Abby Trovato, Administrative Assistant

Abby works as an administrative assistant for TWM. She is responsible for providing administrative support to the firm and its daily business operations. Abby received her Bachelor of Arts degree in Liberal Studies from California State University, Bakersfield.

During her free time, Abby enjoys being at the beach, attending concerts with friends and playing games with her family.

Abby can be reached at abby@TrovatoWealthManagement.com


Strategic Alliances

Our strategic alliances consist of professionals in business operations, legal, long-term business planning, marketing, insurance and tax. They are available on an as-needed basis and work with the TWM team in support of our planning activities and the implementation of the plans we develop with you.

 

Chris Finerock, MBA, CFP©

Chris Finefrock is the Senior Vice President of Financial Planning and Investments for our partner, Valmark Financial Group. In his role, he oversees and is a resource for the team responsible for all aspects of design and implementation of various brokerage, insurance and advisory solutions intended to assist investors with risk management and reaching their accumulation and/or distribution goals. He also oversees the practice management and financial technology area which assesses third-party vendor technology and assists Member Firms in the selection and implementation of processes within their practice. Lastly, he oversees the investment operations division including data processing, books and records retention, principal review and custodial platform relationships. In addition to his  Series 7, 24 and 66  registrations and his Ohio Life, Health and Variable licenses, Mr. Finefrock holds a BSBA in Financial Services and an MBA in Finance from the University of Akron. He is also a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional.


Zach Hurst, CFP®

Zach Hurst is the Director of Financial Planning for our partner, Valmark Financial Group. In his role, he is responsible for aspects of design, marketing and implementation of Valmark's unique financial planning processes. He oversees a team that assists with accumulation, income distribution and legacy planning through various processes designed to best meet the unique needs of clients.  Mr. Hurst earned a BSBA in Financial Services from The University of Akron, is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and holds Series 7, 24 and 66 registrations. Additionally, he holds Ohio Life, Health, Accident and Variable Life Insurance licenses and is a Chartered Life Underwriter® (CLU®). In 2014, he was recognized for Outstanding Work and Accomplishment in the Field of Financial Planning from The University of Akron's Finance Advisory Board. Mr. Hurst has also presented on financial planning topics at Valmark's Member Summit, as well as at various College of Business courses and panels with the University of Akron. He has been quoted in an Investment News article titled, “What Advisors Need to Know About Popular Long-Term-Care Products.”


James Dawson, CFP®, CLU®

James Dawson is the Director of Life Settlements for our partner, Valmark Financial Group. James is responsible for managing the day-to-day operations of the life settlement business. This includes establishing and implementing new processes and procedures, directing and facilitating the sale of policies from the initial offering through the formal case submission and acting as an escalation resource for complex and technical life settlement issues. He works to find ways to simplify the life settlement transaction process and improve efficiencies. Above all, Mr. Dawson is passionate about delivering the best possible experience for our clients. Mr. Dawson earned a BBA in Financial Planning from the University of Akron, graduating Summa Cum Laude. He also holds Ohio Life, Health, Accident and Variable licenses, Series 7, 24 and 66 registrations and is a CERTIFIED FINANCIAL PLANNER™ professional.


Carmen Donofrio, CFP®

As a Senior Financial Planner for our partner, Valmark Financial Group, Carmen Donofrio partners with independent financial advisors to assist in the financial success of their clients. He is responsible for designing plans that provide a clear path towards achieving financial goals, while identifying risks that could be obstacles in reaching those goals and recommending solutions to best address each risk. Mr. Donofrio earned his BBA in Personal Finance and Corporate Finance from The University of Akron. In addition to the Series 7, 24 and 66 registrations, he holds Ohio Life, Health, Accident and Variable licenses and is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional.


Jamie Hochmuth

As a Senior New Business Specialist for our partner, Valmark Financial Group, Jamie Hochmuth is part of the Concierge Services team. Her responsibilities include helping to coordinate and process applications directly from our clients with our insurance carriers. Ms. Hochmuth earned BAs in Creative Writing and Business Administration, with a focus on Marketing and Management, from Augustana College in Rock Island, Illinois. She holds a Minnesota Life Insurance Producer's license as well as ALMI and ACS designations.


Tony Martin, Principal, M3 Advisors 

Tony is a Principal with M3 Advisors where he helps Business Owners grow, protect and preserve their most important asset— their business—while integrating it with a plan to achieve the Owner's personal financial objectives. This process involves counseling individuals and families regarding federal, state, estate, gift and generation-skipping transfer tax issues, and the development of complex estate plans. Tony enjoys sharing and is a frequent speaker in the areas of business continuation and estate planning in closely held businesses.