Mike Kura Community Development Director As a wealth manager for almost five decades, Mike Kura has an extensive background in all aspects of personal financial
August 6, 2024
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Mike Kura Community Development Director As a wealth manager for almost five decades, Mike Kura has an extensive background in all aspects of personal financial
Jennifer Pescatore Client Service Manager Jen Pescatore has worked with Bob MacArthur in his practice for over 18 years, handling all aspects of client service
Cindy L’Europa Client Service Manager Cindy is an integral part of our Client Service Team, which manages all aspects of customer service related to plans,
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,
Sarah Procaccini Executive Administrator Sarah 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 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
72 Taunton Street
Plainville, MA 02762
P: 781.489.9800
info@trovepw.com
Securities offered through Valmark Securities, Inc., Member FINRA/SIPC. Advisory services offered through Valmark Advisers, Inc., an SEC Registered Investment Advisor. 130 Springside Drive, Suite 300, Akron, OH 44333-2431 · (800) 765-5201. Trove Private Wealth™ is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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