Kristen L. Finefrock
In her role as the Director of Project Management for our partner, Valmark Financial Group, Kristen Finefrock assists in the development, training and continued improvement of Valmark’s technology and MyCase tools. She supports our initiatives through global communication and training for the latest features and best practices within MyCase. Mrs. Finefrock earned her BBA in Corporate Finance from The University of Akron, graduating Cum Laude. She is also a member of the Financial Management Association. She holds Series 7 and 24 registrations, Ohio Life and Health licenses and is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional.