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
March 21, 2026
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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
Ron Ware, JD, CFP® CEO / Wealth Manager Ron Ware is the founder and CEO of Trove Private Wealth®. For more than 25 years, he
Josh Procaccini, CFP® COO / Wealth Manager / Partner Josh Procaccini is an owner, COO, and Wealth Manager at Trove Private Wealth®. Josh is an
Robert MacArthur, CFP® Executive Benefits Specialist / Wealth Manager / Partner Bob is a trusted advisor to senior executives, business owners, and families seeking clarity
Sarah Procaccini Executive Administrator Sarah serves as Director of our Executive Administration Team, supporting Trove’s client families and various team members with all aspects of
Cheryl Ware Executive Administrator Cheryl serves on the Executive Administration Team supporting the firm’s advisors with all aspects of scheduling, communication, project management, event production,
Glenna Mann Director of Client Service As Director of Client Service, Glenna leads and manages the Trove Service Team, overseeing all aspects of client support
Liz Hoerle Project Management Associate Liz is a Project Management Associate who supports our administration, service, planning, and advisor teams. Liz is a versatile team
Matt Mordini Planning Associate Matt is a Planning Associate who works closely with our Lead Advisors to develop comprehensive financial strategies for a diverse range