Glenna Mann Director of Client Service In her role as Director of Client Service, Glenna oversees all aspects of customer service related to plans, accounts
June 20, 2023
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Glenna Mann Director of Client Service In her role as Director of Client Service, Glenna oversees all aspects of customer service related to plans, accounts
Matt Edwards Wealth Management Associate Matt is a Wealth Management Associate who assists our advisors in planning for a large segment of our clients. He
Jake Clark Wealth Management Associate Jake is a Wealth Management Associate who assists our advisors in planning for a large segment of our clients. He
Paul Rokosz, MBA, CFA® CIO / Wealth Manager Paul Rokosz is the CIO and a Wealth Manager for Trove Private Wealth®, and leads the Chicago
Robert MacArthur, CFP® Executive Benefits Specialist / Wealth Manager As an executive benefits consultant and wealth manager for three decades, Bob MacArthur has an extensive
Josh Procaccini, CFP® COO / Wealth Manager Josh Procaccini is an owner, COO, and Wealth Manager at Trove Private Wealth®. Josh is an accomplished writer
Ron Ware, JD, CFP® CEO / Wealth Manager Ron Ware is founder and CEO of Trove Private Wealth®. For nearly 20 years, he has helped
Do you ever feel as if many of the conversations you find yourself having on a day-to-day basis have become uninteresting or seem irrelevant –
The work accomplished by local, national, and international charitable and non-profit organizations has a tremendous impact in our world. These organizations – effectively, efficiently, and
This faith-based presentation describes God’s call for us to live lives of impact that leave a lasting legacy. It is based on Psalm 90:12. Teach us
72 Taunton Street
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P: 781.489.9800
info@trovepw.com
C12 equips Christian CEOs and owners to build great businesses for a greater purpose.
