TWM Team

Joe Trovato, President and Owner

Raised in Bakersfield, Joe graduated from Garces Memorial High School and received his bachelor’s degree from St Mary’s College of California.

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

For almost 20 years Joe has helped people in Kern County by customizing plans designed to protect them against financial risks associated with retirement. 

Joe can be reached at joe@TrovatoWealthManagement.com or 661.431.1517


Shane Bryan, Personal Financial Strategies Specialist 

Shane is a Bakersfield native, born and raised in Kern County. He graduated from Garces Memorial High School and continued his education at California State University, Bakersfield, receiving a Bachelor of Arts Degree in Political Science.

Shane became part of the Trovato Wealth Management Team in January 2016 as our Personal Financial Strategies Specialist. He is licensed in investments and insurance and holds a Certificate in Personal Financial Planning from UCLA. He is also currently working on completing his CERTIFIED FINANCIAL PLANNER™ certification. He previously worked for Charles Schwab, Morgan Stanley and Wells Fargo before bringing his strong financial analyst skills, knowledge and experience. 

Shane can be reached at shane@TrovatoWealthManagement.com or 661.427.4470


Kristen Spence, Senior Administrative Assistant

Kristen is TWM’s Senior Administrative Assistant. In this capacity she is responsible for the firm’s overall office and account management, compliance, client support and day-to-day operations.

She is recognized for her time management skills, writing abilities and commitment to excellence. From her nine years of experience in various administrative assistant and financial roles, she has developed the ability to anticipate roadblocks and create effective alternative plans. Her greatest value is the ability to work independently, freeing up the executive team's time to focus on the needs of the business. As someone with a sharp eye for detail and a drive to organize, she excels in ensuring every day has a clear plan and every plan is clearly communicated and executed. She has a Bachelor of Applied Science in Business Administration with a focus in Equine Management and an Associate of Science in Equine Science/ Pre-veterinary Science from the University of Montana.

Kristen can be reached at kristen@TrovatoWealthManagement.com or 661.431.1512


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 lives with her husband Joe and their two children in Bakersfield. She teaches Yoga, Body Sculpting and Pilates and enjoys taking part in the many activities of her family.

Kim can be reached at kim@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 FINEFROCK, CFP®, VP, Financial Planning, Valmark Financial Group

Chris 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. In addition to his FINRA series 7, 24 and 66 securities registrations and his Ohio Life, Health and Variable licenses, Chris holds a bachelor’s degree in Financial Services and an MBA in Finance from the University of Akron. He is also a CERTIFIED FINANCIAL PLANNER™. 


ZACH HURST, CFP®, Senior Financial Planner, Valmark Financial Group 

Zach is responsible for aspects of design, marketing and implementation of Valmark’s unique financial planning processes. He oversees a team that assists us with accumulation, income distribution and legacy planning through various unique processes designed to best meet the unique needs of each of our clients. Zach earned a BBA in Financial Services from the University of Akron, is a CERTIFIED FINANCIAL PLANNER™, and holds FINRA Series 7, 24 and 66 securities registrations. In addition, he is licensed for Ohio Life, Health, Accident and Variable Life Insurance. 


JAMES DAWSON, CFP®, Financial Planner, Valmark Financial Group 

James is responsible for designing financial plans. These plans provide a clear path towards achieving clients’ goals; while identifying risks that could be obstacles in reaching their goals and recommending solutions to best address each risk. James earned a BBA in Financial Planning from the University of Akron, Summa Cum Laude, received First Place honors in the North Western Mutual Financial Planning Challenge, and Second Place nationwide in the CFP® competition. He holds Ohio Life, Health, Accident and Variable licenses, FINRA Series 7, 24 and 66 securities registrations and is a CERTIFIED FINANCIAL PLANNER™. 


CARMEN DONOFRIO, CFP®, Associate Financial Planner, Valmark Financial Group 

As an Associate Financial Planner, Carmen assists us in the financial success of our 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. Carmen earned his BS in Personal Finance and Corporate Finance from the University of Akron. In addition to a FINRA Series 7 securities registration, he holds Ohio Life and Health Insurance licenses and is a CERTIFIED FINANCIAL PLANNER™. 


JAMIE HOCHMUTH, New Business Specialist, Valmark Financial Group

Jamie works to coordinate the application process between our clients and insurance carriers. Jamie 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. She is also working toward the FLMI designation. 


ALYSSA SEDLON, Associate Planner, Valmark Financial Group 

Alyssa assists us in finding the best life insurance product for our client and their families. She also supports senior members of the insurance planning team in their initiatives. She earned a BBA in Financial Planning and Risk Management from the University of Akron. 


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.  


STEPHANIE CURTIS, Marketing Consultant, Advantage4Advisors 

Stephanie is an accomplished, passionate and focused professional with an excess of 20 years’ experience in creating, developing, managing and implementing communications, marketing and public relations initiatives. She is highly creative and results-oriented with strong external relationships (media, public officials, key/influential community leaders, etc.) and internal team-building skills.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck