Kristen L. Finefrock
In her role as Planning Coordinator for our partner, ValMark Financial Group, Kristen Finefrock assists Member Offices in the analysis of Life Insurance planning within estates, business and retirement planning and individual coverage. She specializes in Life Insurance through the Life Assurance 360® process, as well as project management. Ms. Finefrock is responsible for overseeing the ValMark Intern Program and works closely with MyCase. She earned her BBA in Corporate Finance from the University of Akron, Cum Laude, as well as membership into the Financial Management Association. She has received the designations of Honor’s Scholar – University Honor’s College, and CERTIFIED FINANCIAL PLANNER™. Ms. Finnefrock holds Ohio Life and Health licenses, as well as FINRA Series 7 and 24 securities registrations.