Senior Investment Operations Associate

In her role as Senior Investment Operations Associate for our partner, Valmark Financial Group, Kristen Finefrock assists in the development, training and continued improvement of Valmark’s MyCase technologies. She supports Member Offices through global communication and training for the latest features and best practices within MyCase. Mrs. Finefrock is also responsible for overseeing the Valmark Intern Program. She earned her BBA in Corporate Finance from the University of Akron, Cum Laude, as well as membership into the Financial Management Association. She has received the designations of Honor’s Scholar – University Honor’s College, and CERTIFIED FINANCIAL PLANNER™. Mrs. Finefrock holds Ohio Life and Health licenses, as well as FINRA Series 7 and 24 securities registrations.

Senior Investment Operations Associate


Wealth Impact Partners


175 Highland Avenue
Suite 401 Needham, MA 02494
P: 781.489.9800

1415 W. 22nd Street
Tower Floor, Oak Brook, IL 60523
P: 847.595.1970

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. Wealth Impact Partners 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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