Our Focus

As a successful corporate executive, professional, or business owner, your business endeavors present priorities on a daily basis that require focus and dedication that most other individuals are not able to sustain. However, it’s this same focus and dedication to your business that can prevent you fully realizing the financial opportunities available to you by integrating your personal, company benefits or business planning into an overall financial plan.


It’s at this very intersection, where corporate and individual planning meet, that MacArthur Financial specializes in wealth management advisory and financial planning services for corporate executives, professionals, business owners, and their families. Our job is to help you understand what is available. The next step is to strategize, implement and integrate the most beneficial strategies for your particular situation.


MacArthur Financial is independently owned and is not bound to any one company, product or provider. As your planning advocate, we bring together the necessary resources based on your unique needs and deliver them with objectivity and superior personal service.

Strategic Partners

MacArthur Financial maintains independent relationships with some of the industry’s top echelon of global financial resources. By combining these resources with our high level of personal service and expertise, we offer the best of both worlds-institutional quality and selection with concierge-level service and advocacy.

WEALTH IMPACT PARTNERS

Our business model is set up to service executives and business owners with sophisticated planning needs and high net worth. Transferring these clients’ wealth to the next generation often requires complex planning and specialized expertise. In these situations, we work closely with one of the nation’s premier legacy advisors, Ron Ware, JD, CFP , who specializes in legacy, philanthropy, planned giving strategies and “zero-estate tax” solutions. Ron and our team work in tandem with you and your legal / accounting advisors to implement wealth transfer strategies that are fully integrated with your other financial plans and are customized to meet your specific objectives. WWW.WEALTHIMPACTPARTNERS.COM

VALMARK FINANCIAL GROUP

MacArthur Financial is a Member Firm of Valmark Financial Group, a 58-year-old, invitation-only group of independent wealth and insurance advisory firms. As a collective group, Valmark Member Firms have over $50 billion of life insurance in force and an estimated $6 billion of assets under management with an additional $25 billion of assets under management controlled through independent Investment Advisors associated with Valmark. This combined buying power gives us access to some of the nation’s top companies, products, and services, enabling us to advocate on behalf of our clients while maintaining independence.

Valmark Securities, Inc., our broker dealer, is a member of FINRA and SIPC, and is licensed in all 50 states for securities and insurance. The company has 100+ independently-owned Member Firms throughout the United States. Its affiliate, Valmark Advisers, Inc., is a Registered Investment Advisor with the SEC. WWW.VALMARKFG.COM

NEWPORT GROUP

The Newport Group is one of the nation’s top corporate retirement plan administrators. Established in 1985, Newport is the nation’s #1 servicer of non-qualified deferred compensation plans. It supports over 25% of U.S. Fortune 500 companies’ plans and administers over 39,000 plans nationwide. Newport offers our clients fully integrated executive benefit systems for employers and executives managed by a multi-disciplinary team and accessible via a single point of contact. Administration services are wide-ranging and include enrollment activity analysis and a reporting platform that allows plan sponsors to generate customized reports as well as review participation rates, account balances, asset allocation, investment performance and transaction activity- all in real time. WWW.NEWPORTGROUP.COM

Our Team

OUR PEOPLE MAKE US WHO WE ARE

Our team is made up of skilled and experienced professionals from a variety of financial disciplines working together to provide seamless, tax-efficient solutions for optimizing your company benefits, business, and personal financial affairs.

We have team members onsite at our offices in Providence, Rhode Island, and Needham, Massachusetts, as well as an external support network of specialists in business, tax, financial, investment and insurance planning.

ROBERT MACARTHUR, CFP®
FOUNDER & PRINCIPAL

Executive Benefits Advisor

RON WARE, JD, CFP®
PERSONAL LEGACY ADVISOR

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JENNIFER PESCATORE
DIRECTOR, CLIENT RELATIONS

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Private Client Team

RON WARE, JD, CFP®
PERSONAL LEGACY ADVISOR

JOSH PROCACCINI
PERSONAL LEGACY ADVISOR

GLENNA MANN
CLIENT SERVICE

SARAH PROCACCINI
CLIENT SERVICE

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.

Back Office Team

SOME OF THE BRIGHTEST MINDS IN THE BUSINESS WORKING ON YOUR BEHALF

As a Member Firm of Valmark Financial Group, we work closely with an experienced support team with credentials spanning multiple financial disciplines—from legal, accounting, tax and financial advisory expertise to life insurance, business insurance, and retirement and estate planning. This enables us to leverage the knowledge and experience of these professionals to help us deliver innovative thinking and recommendations when helping our clients strategically plan for their futures. A sample representation of the team’s credentials includes:

PLANNING SPECIALISTS AND ADVANCED CASE ADVISORS, including a team of attorneys, accountants, MBAs, CERTIFIED FINANCIAL PLANNER™ professionals, Chartered Life Underwriters, and Chartered Financial Consultants, many of whom are FINRA Registered Principals who provide independent assessment and analysis of recommended product sets, policy management and life settlements.

A FINANCIAL PLANNING AND INVESTMENT MANAGEMENT TEAM, including a robust financial planning division with over a dozen CERTIFIED FINANCIAL PLANNER™ professionals on staff, many of whom graduated with degrees in Financial Services. The Investment Management division is staffed with Chartered Financial Analysts (CFAs), Investment Analysts, MBAs, the former Chief Investment Officer of a major bank, and is led by one of the nation’s “Top 10 All Stars”, named by EFTReport. Members of both teams are regularly featured in industry trades and consumer financial publications, including The Wall Street Journal.

AN UNDERWRITING ADVOCACY TEAM with several former insurance company underwriting vice presidents, directors and medical directors, a licensed physician, and a staff of case management, business processing and policy service specialists.

KEY BACK OFFICE TEAM MEMBERS

INVESTMENT AND FINANCIAL PLANNING RESOURCES

Michael McClary
MBA

Tyler Denholm
CFA®

Chris Finefrock
MBA, CFP®

Zach Hurst
CFP®

LIFE INSURANCE AND UNDERWRITING RESOURCES

Keith Miller
CLU®, ChFC®

Chris Bottaro
MBA

Lauren Ballentine
FALU

Luke Ehinger
ChFC®, CLTC®

ROBERT MACARTHUR

As an executive benefits consultant and wealth manager for three decades, Bob MacArthur has an extensive background in all aspects of corporate and individual financial planning.

Bob is a sought-after speaker at national law and accounting firms on a variety of topics, including corporate executive retention, retirement / benefit plan designs and associated funding strategies.

Bob attended the University of Vermont where he earned a Bachelors degree in Business Administration. Before starting his career in finance, Bob spent four years as a US Army officer and was stationed in the former West Germany. Bob has two grown children and resides with his wife, Tracy, in Cranston, Rhode Island.

RON WARE, JD, CFP®

Ron Ware is founder and President of Wealth Impact Partners. For nearly 20 years, he has helped numerous families discover and articulate a personal definition of legacy and stewardship and then work to fulfill it.

As a personal legacy advisor, Ron educates, motivates, and empowers individuals, families, and business owners to clarify the purpose of their life and their wealth. He helps them think deeply about what’s possible, affirm what they really care about, and confidently plan to make a significant impact on the people, causes and organizations they care about most.

Ron is a gifted and passionate speaker and teacher on the topics of financial independence, personal legacy, philanthropy, planned giving strategies, and “zero-estate tax” solutions. He teaches regularly on behalf of tax, legal, financial and other professional colleagues and charities.

Ron earned a Juris Doctorate from Regent University in Virginia and a Bachelor of Science in Business Administration from Bryant University in Rhode Island. He is a life-long entrepreneur and has been part of closely-held businesses since childhood.

JENNIFER PESCATORE

Jen Pescatore has worked with Bob MacArthur in his practice for over 18 years, handling all aspects of client service and overall management of the practice. She acts as a liaison between clients and insurance carriers and manages client service requests while providing a high level of commitment and professionalism.

Jen is responsible for helping to ensure a smooth client experience. Jen resides in the Hudson Valley with her husband and three children.

JOSH PROCACCINI

Josh Procaccini is an owner, founder, and Personal Legacy Advisor at Wealth Impact Partners.

Josh is an accomplished writer and teacher who has contributed to several published works and has presented wealth management strategies to various audiences, including professional colleagues. He is skilled at helping individuals find clarity and confidence about their lives and their wealth by documenting their vision, priorities, and goals; developing an actionable plan; and carrying it out.

Josh’s ability to help families develop clear, overarching investment strategies that ensure they will have sufficient financial resources to meet current and future needs, while increasing support for the causes and organizations they care about, has made him a highly sought-after advisor to clients and colleagues.

Josh earned a Bachelor of Arts degree in Economics from Hamilton College in New York, graduating with magna cum laude honors. A lifelong resident of Lakeville, Massachusetts, he has been part of closely-held businesses all his life and excels with the challenge and excitement of entrepreneurship.

GLENNA MANN

In her role as Director of Client Service, Glenna oversees all aspects of customer service related to plans, accounts and policies that we administer on behalf of our clients. With more than 20 years of customer service experience, including over 10 years at Wealth Impact Partners, Glenna manages details and communications with our clients and others with the highest degree of care and professionalism.

She is also responsible for new account paperwork, account funding and transfers, compliance, as well as underwriting detail management including tracking and accelerating life insurance cases.

Glenna graduated magna cum laude, with a Bachelor of Arts degree in Management from Hartwick College in New York.

SARAH PROCACCINI

Sarah serves as executive assistant to President and CEO Ron Ware in all aspects of scheduling, communication, coordination, and next-step protocols. She also is responsible for all of Wealth Impact Partners’ financial administration and record keeping, as well as related administrative assistance functions.

Sarah earned an Associate’s degree in Executive Assistance from Aquinas College in Milton, MA, graduating with high honors. She has a considerable background in both accounting and administrative assistance.

Sarah resides in Lakeville, MA and enjoys living a healthy lifestyle and spending quality time with her husband and their four active children.

Michael McClary, MBA

Chief Investment Officer

Michael McClary is the Chief Investment Officer of both Valmark Advisers, Inc. and Valmark Financial Group. His primary responsibility is coordinating all investment management solutions for Valmark Advisers, Valmark Wealth Solutions and Valmark Institutional, including TOPS®, TOPS® Strategic Allocation Portfolios, TOPS® Managed Risk ETF Portfolios, Valmark ACCESS and ACCESS Plus solutions.

He is a nationally recognized expert in institutional portfolio management and RIA companies. He has more than 14 years of senior-level experience in financial management. Mr. Mcclary was named by EFTReport as one of “10 Rising Stars” in 2012 and one of “10 All Stars” in 2014. He is nationally recognized as one of the first three members of the /MN/Research Magazine “ETF Advisors Hall of Fame” in 2007 and is regularly published on ETF.com. In addition, he has collaborated with the Wall Street Journal, Kiplinger’s, Financial Advisor and Research Magazine on ETF-related topics and has been a featured speaker for organizations such as the S&P and the Financial Planning Association (FPA).

Mr. Mcclary holds Series 7, 24 and 66 registrations, is a member of the Cleveland Society of Chartered Financial Analysts and is a Registered Investment Advisor. He earned an MBA in Financial Management and a Bachelor’s degree in Finance and Financial Services from The University of Akron, graduating Magna Cum Laude.

Tyler Denholm, CFA®

Vice President, Investment Management

Tyler Denholm is the Vice President of Investment Management and Research for our partner, Valmark Financial Group. His primary responsibility includes overseeing the investment management process and conducting research for TOPS®, TOPS® Strategic Allocation Portfolios and TOPS® Variable Insurance Trust. Specifically, he is responsible for portfolio design and portfolio management. Mr. Denholm regularly analyzes the TOPS® Portfolios and is heavily involved in the day-to-day operations of portfolio management. He also helps analyze our prospective portfolios, and we work directly with Tyler to determine which of the various Wealth Solutions would be the best fit for our clients.

He earned his BSBA in Finance and Real Estate from the University of Akron, graduating Summa Cum Laude. In addition to his Series 7 and 24 registrations, Mr. Denholm is a Chartered Financial Analyst (CFA®).

Chris Finefrock, MBA, CFP®

Senior Vice President, Financial Planning and Investments

Chris Finefrock is the Senior Vice President of Financial Planning and Investments 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. He also oversees the practice management and financial technology area which assesses third-party vendor technology and assists Member Firms in the selection and implementation of processes within their practice. Lastly, he oversees the investment operations division including data processing, books and records retention, principal review and custodial platform relationships.

In addition to his Series 7, 24 and 66 registrations and his Ohio Life, Health and Variable licenses, Mr. Finefrock holds a BSBA in Financial Services and an MBA in Finance from the University of Akron. He is also a CERTIFIED FINANCIAL PLANNER (CFP®) professional.

Zach Hurst, CFP®

Director, Financial Planning

Zach Hurst is the Director of Financial Planning for our partner, Valmark Financial Group. In his role, he is responsible for aspects of design, marketing and implementation of Valmark’s unique financial planning processes. He oversees a team that assists with accumulation, income distribution and legacy planning through various processes designed to best meet the unique needs of clients.

Mr. Hurst earned a BSBA in Financial Services from The University of Akron, is a CERTIFIED FINANCIAL PLANNER (CFP®) professional and holds Series 7, 24 and 66 registrations. Additionally, he holds Ohio Life, Health, Accident and Variable Life Insurance licenses and is a Chartered Life Underwriter® (CLU®). In 2014, he was recognized for Outstanding Work and Accomplishment in the Field of Financial Planning from The University of Akron’s Finance Advisory Board.

Mr. Hurst has also presented on financial planning topics at Valmark’s Member Summit, as well as at various College of Business courses and panels at the University of Akron. He has been quoted in an Investment News article titled, “What Advisors Need to Know About Popular Long-TermCare Products.”

Keith Miller, MBA, CLU®, ChFC®

Vice President, Insurance Planning

Keith Miller is the Vice President of Insurance Planning for our partner, Valmark Financial Group. Keith works with the insurance planning team to provide advanced case design and sales expertise. His core areas of focus include customized wealth transfer solutions, product analysis and holistic life insurance design.

Mr. Miller is a national presenter at the Association for Advanced Life Underwriting (AALU) annual conference. He received his BA from Samford University and his MBA in Finance from the University of Alabama. Mr. Miller is also a Chartered Life Underwriter® (CLU®), Chartered Financial Consultant® (ChFC®) and holds Alabama Life and Health licenses.

Chris Bottaro, MBA

Senior Vice President, Insurance

Chris Bottaro is the Senior Vice President of Insurance for our partner, Val mark Financial Group. He is responsible for the vision, strategy and execution of life insurance marketing, underwriting, new business, and inforce insurance solutions. In this role, he prides himself in partnering with advisors and insurance carriers to help make the life insurance process simpler and more efficient.

He has a technical risk assessment background and spent the first 12 years of his career in various underwriting production and leadership positions at Lincoln Financial Group in Hartford before relocating to the Twin Cities to join Valmark in February of 2015.

He has an MBA from the Isenberg School of Management at the University of Massachusetts, a BA in Economics from Boston College, and holds Series 6 and 26 registrations. Mr. Bottaro is a member of the Twin Cities Association of Home Office Underwriters and the Minneapolis Leadership Roundtable.

Lauren Ballentine, FALU

Director, Underwriting

As the Director of Underwriting for our partner, Valmark Financial Group, Lauren Ballantine is responsible for the technical assessment and negotiation of underwriting offers and serves as a contact for all new life business and underwriting. She is an advocate and escalation contact through every stage of the underwriting process, working to anticipate potential issues, identify the most appropriate carrier and negotiate the best possible underwriting outcome.

She earned a BA in Biology and Art from the College of St. Benedict and St. John’s University, where she received the President’s Scholarship and made the Dean’s List. Mrs. Ballantine is a Fellow of the Academy of Life Underwriting (FALU), a board member of Twin Cities Association of Home Office Underwriters (TCAHOU) and holds Minnesota Life and Health Licenses.

Luke Ehinger, ChFC®, CLTC®

Director of Insurance Marketing

As Director of Insurance Marketing for our strategic partner, Valmark Financial Group, Luke is responsible for advanced life insurance case design, product analysis, product sales and marketing, and the development of analytical and educational tools.

Luke brings a decade of experience in the high-net-worth insurance space. At the carrier level with Nationwide, he was part of an elite team supporting M Financial member offices. Most recently, he worked with ultra-affluent families at an independent financial planning firm in Phoenix, AZ covering all aspects of complex life insurance and annuity strategies.

Luke received a BA from Trine University and holds the designation of Chartered Financial Consultant (ChFC®). He has a Certification in Long-Term Care (CLTC®) and holds FINRA Series 6 and 63 securities licenses.