OUR PEOPLE
Meet Our Team
Behind every successful financial plan is a team of dedicated professionals. Our advisors combine decades of experience with a genuine commitment to your success. We believe in building lasting relationships founded on trust, transparency, and personalized guidance.
YOUR ADVISORS
Our Team
Meet the dedicated professionals who work directly with you to achieve your financial goals.
VALMARK SUPPORT
Our Back Office Support Team
Our dedicated team at Valmark provides expert support and guidance to help us serve you better.
Caleb Nitz, CFP
Vice President of Business Development
Chris Bottaro, MBA
Senior Vice President of Insurance