Gary Wolff, CLU®, ChFC®

President

As President of Wolff Wealth Advisors, Gary Wolff continues a family legacy in financial services that began when his father founded the Thomas Wolff Agency in Rockville, Connecticut in 1954. Years later, Gary, his brother, Greg, and Greg’s son, Keith, joined the family business, each pursuing their respective specialties in financial services. Gary works extensively with small business owners. He specializes in designing and implementing company retirement plans as well as other business financial services such as buy-sell agreements, key person insurance, succession planning and executive benefits. He also works with owners and their families on their personal planning, including advising them on retirement income distribution, estate planning as well as long term care and disability income protection.

PROFESSIONAL INVOLVEMENT
Gary is a Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®). He believes in supporting his profession through his involvement in industry groups such as the Hartford Business and Estate Planning Council and the Society of Financial Service Professionals. Since 1978, Gary has qualified as a member of the distinguished, invitation-only Million Dollar Round Table composed of the top 1% of insurance professionals worldwide. During his long tenure with this association, he has served as Chairman of the Ethics Committee and has spoken six times at their annual meetings.

COMMUNITY INVOLVEMENT
No less important to Gary is his work with various community organizations, including:

• Metro-Harford YMCA (Past Board Chairman; Finance Committee Chair; Endowment Development Committee Chair)
• UCONN Foundation (Professional Advisory Committee)
• Hartford Foundation for Public Giving (Professional Advisory Committee)
• Tolland County Chamber of Commerce (Past President)
• Thomas & Bette Wolff Family Charitable Foundation (Board of Directors)
• Professional Golfers Association (PGA) Foundation (Board of Directors)

EDUCATION
Gary received a Bachelor of Science degree in Economics from Southern Connecticut State University where he was an All-American Swimmer and All Eastern Water Polo Player as well as captain of both teams.

PERSONAL
Gary and his wife, Eileen, live in Woodstock, Connecticut. They have two children, Jonathan and Kristina.

Paula Rosa, AIAA, ACS

Vice President

Paula Rosa has managed operations at Wolff Wealth Advisors since 1994. Her philosophy of treating clients like valued family members has guided a firm-wide commitment to providing exceptional customer service. Paula is responsible for day-to-day operations, including processing, managing and monitoring new and existing accounts, administering forms and account changes, and managing insurance policy administration.

Paula received a Bachelor of Science from Central Connecticut State University and is a licensed life insurance agent and registered representative with ValMark Securities. She holds Associate designations in Insurance Agency Administration (AIAA) and Customer Service (ACS).

In addition, Paula is active in the local community and has served as:

• Annual Food Drive Coordinator – The Wolff Companies
• Past Membership Chair – South Windsor Jaycees
• Past Membership Chair – Junior Women’s Club of Rocky Hill
• Past Troop Leader – Girl Scouts of America, South Windsor

Mark Armstrong, CLU®, ChFC®

Senior Insurance Analyst

Mark Armstrong is the Vice President of Insurance Planning for our partner, Valmark Financial Group. He has more than 25 years of financial services management experience, including 20 years as an executive-level consultant, specializing in product analysis and development and advanced case design. Mr. Armstrong is also a published author and lecturer who has been featured in publications and at venues, including the Journal of Practical Estate Planning; Best’s Review; Journal of Financial Services Professionals; Million Dollar Round Table International Convention; and the Palm Beach Estate Planning Forum. He earned both a BA and an MA in Economics from the University of Akron and his designations and professional affiliations include Chartered Life Underwriter® and Charter Financial Consultant® (American College); Fellow with Distinction (Life management Institute); FINRA Series 7, 24, 63 securities registrations; and Life, Health, Variable Life Insurance and Annuity licenses

Chris Finefrock, MBA, CFP®

Senior Investment Analyst

Chris Finefrock is the Vice President of Financial Planning for our partner, ValMark Financial Group. In his role, he oversees and is a resource for the team responsible for all aspects of design and implementation of various brokerage, insurance and advisory solutions intended to assist investors with risk management and reaching their accumulation and/or distribution goals. In addition to his FINRA series 7, 24 and 66 securities registrations and his Ohio Life, Health and Variable licenses, Mr. Finefrock holds a bachelor’s degree in Financial Services and an MBA in Finance from the University of Akron. He is also a CERTIFIED FINANCIAL PLANNER™.

Judson Forner, CFP® CRPC®

Investment Analyst & Annuity Specialist

Judson Forner is the Vice President of Investment Operations for our partner, Valmark Financial Group. In his role, he leads the teams directly responsible for processing all investment-related business submitted through Valmark. In addition, he oversees the trading and RIA teams, manages relations with Valmark’s three custodial platforms and participates on the Product, DOL and Star Ranking^TM committees. Mr. Forner presents on topics such as Money Management, Financial Planning and Annuities at Valmark Member Summit (formerly School of Life) and School of Excellence conferences, as well as higher education institutions such as Ursuline College and The Ohio State University. He has been quoted in industry publications including Barron’s, Bloomberg, CNBC, Financial Advisor Magazine, and Investment News. In addition to his FINRA Series 6, 7, 24, 53 and 66 securities registrations and his Ohio Life, Health and Variable Insurance licenses, Mr. Forner earned a BBA from The Ohio State University with a focus in Finance. He is also a CERTIFIED FINANCIAL PLANNER™ and a CHARTERED RETIREMENT PLANNING COUNSELOR^SM.

Michael Noss, FALU®

Insurance Underwriting Specialist

As a Director of Underwriting for our partner, Valmark Financial Group, Michael Noss is responsible for the technical assessment and negotiation of underwriting offers and serves as a contact for any new business or underwriting issues. He is a national presenter for the Valmark School of Excellence in addition to various industry conferences. Mr. Noss earned his BA in Philosophy and Communication from Saint John’s University. He is a member of the Association of Home Office Underwriters (AHOU) and a Fellow of the Academy of Life Underwriting (FALU).