Meet Our Team
PRESIDENT AND OWNER
Joe Trovato
In 2012, after years of growing the family firm, Joe launched Trovato Wealth Management with a simple mission: to walk alongside clients through the story of their financial future. Raised in Bakersfield, Joe received his education from Garces Memorial High School and Saint Mary’s College of California. With more than 25 years of experience, he has worked with individuals, families, and companies across more than forty states, specializing in retirement planning and strategies designed to manage long-term financial risks. Outside the office, Joe enjoys time with family, traveling, surfing, and following baseball.
OPERATIONS MANAGER
Kim Trovato
Kim 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.
ADMINISTRATIVE ASSISTANT
Marica Hunsaker
Marcia joined the TWM team 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.
ADMINISTRATIVE ASSISTANT
Danica Halverson
Danica is responsible for providing administrative support to the firm and its daily business operations. Danica received her Bachelor of Science degree in Human Biology from Biola University. Danica enjoys spending her time with her kids.
PARAPLANNER
Tate Trovato
From a young age, Tate grew up around the family firm-cleaning the office as a kid and later interning during high school-which shaped his decision to build a career at Trovato Wealth Management. He earned his Bachelor’s degree in Economics and Business from Westmont College and is currently completing a Master’s in Taxation and Financial Planning through a CFP®-approved program. Guided by biblical values and a commitment to family, Tate focuses on faithful stewardship and long-term responsibility. Outside the office, he enjoys time with family and friends, his local church, and outdoor adventures.
ADMINISTRATIVE ASSISTANT
Abby Trovato
Abby 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.
ADMINISTRATIVE ASSISTANT
Chelsea Taylor
We do not have a bio for Chelsea yet. Check back at a later time to learn more.
Meet Our Broker Dealer
Valmark Securities, Inc. has served as a trusted broker-dealer to leading advisory firms like ours. Their specialists in operations, insurance, and advanced planning help ensure you receive the highest level of support and oversight. Meet some of these specialists below.
MBA, CFP®
Chris Finefrock
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.
CFP®, CLU®
James Dawson
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.
BUSINESS SPECIALIST
Jamie Block
As a New Business Technical Lead for our partner, Valmark Financial Group, Jamie Block is part of the Concierge Services team. Her responsibilities include helping to coordinate and process applications directly from our clients with our insurance carriers. Mrs. Block 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.
CFP®, CLU®
Zach Hurst
Zach Hurst is the Vice President 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 of financial planners and product experts 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 a Chartered Life Underwriter® (CLU®). Additionally, he holds the Ohio Life, Health, Accident and Variable Life Insurance licenses and FINRA Series 7, 24 and 66 registrations. Mr. Hurst has 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, where he was recognized for Outstanding Work and Accomplishment in the Field of Financial Planning from The University of Akron’s Finance Advisory Board. His recent published articles for the Technolink Association include “Democratizing Retirement Income Planning through the Lens of Economics and Finance” and “21st Century State-of-the-Art Dynastic Estate Planning with an Emphasis on Multiple Generations.”
CFP®
Carmen Donofrio
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.
PRINCIPAL, M3 ADVISORS
Tony Martin
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.
