Milestones and Fresh Talent: Meet Jake Clark and Bree DeLuca

Hello Trove Private Wealth Family,

As the year unfolds, we’re thrilled to share exciting updates from our team! Growth and excellence remain at the heart of what we do, and we’re proud to celebrate both milestones and new beginnings within our organization.

We’re happy to announce a well-earned promotion and a talented new member of our team.

Meet Jake Clark, Director of Financial Planning

We’re thrilled to announce the promotion of Jake Clark to Director of Financial Planning. Jake’s dedication, expertise, and commitment, as he and his team supports our advisors in guiding their clients with excellence, have added significant value to our Trove Family. We’re very proud to see him grow and thrive within our company, as we celebrate this well-deserved achievement and look forward to continuing on this journey together.

Meet Bree DeLuca, Associate Planner

Bree DeLuca is our new Associate Planner! Bree brings a fresh perspective, passion for helping others, organizational skills, excellent leadership experience, and we’re excited to have her as part of our growing team. Welcome aboard, Bree!

Disclosures:

Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Investment advisory services offered through Valmark Advisers, Inc. a SEC registered investment advisor, 130 Springside Dr., 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.