A Family Firm Built to Serve
Trovato Wealth Management began with a simple commitment to serve families with care, integrity, and personal attention. What started in our family home has grown into a multigenerational firm serving clients across the country. Today, we remain committed to the values that shaped us from the beginning: strong relationships, thoughtful advice, faithful stewardship, and service that puts people first.
Marcia Hunsaker
Administrative Assistant
Chelsea Taylor
Administrative Assistant
Lorie Chambless
Administrative Assistant
Independent, but Not Alone
As an independent firm, we combine personal service with access to specialized resources. Through our relationship with Valmark Financial Group and other strategic partners, we have access to professionals with expertise across financial planning, investments, insurance, estate planning, and business owner strategies, providing additional depth when our clients’ needs call for it.
Chris Finefrock
MBA, CFP®
Chris oversees financial planning, investment, practice management, and financial technology resources at Valmark Financial Group. He brings expertise across investment management, risk management, and the design and implementation of comprehensive financial strategies.
Carmen Donofrio
CFP®
Carmen works alongside independent advisors to develop comprehensive financial plans, identify potential risks, and evaluate strategies designed to help clients pursue their financial goals.
Zach Hurst
CFP®, CLU®
Zach leads financial planning resources at Valmark Financial Group, supporting advisors with strategies for wealth accumulation, retirement income, and multigenerational planning. He also oversees a team of financial planners and planning specialists.
Jamie Block
BUSINESS SPECIALIST
Jamie supports the implementation of insurance strategies by coordinating applications and working with insurance carriers throughout the new business process.
James Dawson
CFP®, CLU®
James leads Valmark’s life settlement operations, helping navigate complex life insurance transactions from initial evaluation through the sale of a policy. He also serves as a technical resource for complex life settlement cases.
Tony Martin
PRINCIPAL, M3 ADVISORS
Tony specializes in planning for closely held business owners, helping integrate business growth, protection, succession, and transition strategies with the owner’s personal financial objectives. His expertise also includes advanced estate and wealth transfer planning.
