Our Team

Meet Your Team

FDP-groupOn your journey to securing financial independence, the experienced professionals at FDP are well positioned to be your trusted long-term partners.

If you value a collaborative style that is client-focused and results-oriented, we are privileged to serve you.

 

Mark Chandik
President/Chief Investment Officer
CA Insurance License #0675533
Mark

“One of my greatest rewards is when I can sit down with a surviving spouse and say ‘You have nothing to worry about. You planned well.'”

With over 30 years of wealth management experience, Mark specializes in working with owners and operators of privately held businesses.

Mark graduated from National University in San Diego with a BA in Accounting, Cum Laude.

Mark began his career in 1983 with Tax & Financial Group, in Newport Beach, CA, becoming an associate partner in 1995. Four years later, he founded his own wealth management practice focusing on the needs of affluent families, corporate executives, and professionals.

Mark has obtained the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations from the American College in Pennsylvania, as well as the Accredited Investment Fiduciary (AIF) designation.  In 2017 Mark obtained the Accredited Estate Planner (AEP) designation from the National Association of Estate Planners & Councils.

He is the former president of The National Association of Insurance and Financial Advisors-California (“NAIFA-CA”).

Mark resides in Dana Point, CA with his wife Cindy and daughters, Madeline and Caitlin.

 

Bryan Ugalde
Chief Operating Officer/Chief Compliance Officer
CA Insurance License #0F12343

BryanBryan has 13 years of wealth management experience and oversees all business operations, marketing directives, and strategic planning for the firm.

Bryan graduated from UC Berkeley with a BA in Political Economics, International Business emphasis.

Bryan began his professional career in 2001 amassing a wealth of experience with positions held at Salomon Smith Barney and Pacific Union Real Estate. In 2003, he joined FDP as the Business Development Coordinator and became the Chief Operating Officer in 2005.

Bryan is actively involved in both community and industry associations. He recently served two years as Treasurer of the Board of Unidos Por Niños (United for Children), and since 2004 has dedicated his time to helping the Child Abuse Services Team of Orange County, the National MS Society, the Southern California Contractors Association program and PAC auction committees, and the National Association of Insurance and Financial Advisors (NAIFA).

Bryan resides in Huntington Beach, CA with his wife Elizabeth and sons, Benjamin and Nicholas.

 

Michelle Winkler
Account Coordinator
CA Insurance License #0I44827

MichelleMichelle has over 10 years of wealth management industry experience supporting advisors with servicing client investment and insurance accounts. She joined FDP in 2015 and holds the position of Account Coordinator at FDP, assisting with the implementation and maintenance of all FDP client accounts.

Michelle graduated from California State University, Fullerton with a BS in Business Administration, Finance emphasis. Her prior experiences working with both insurance and investment products allow her to step in and provide immediate support with performance reporting and assisting clients with their account maintenance.

In her free time, Michelle enjoys going to the beach, concerts, and spending time with her friends and family. She resides in Orange with her husband Andrew and their dog and two cats.

 

Carrie DeVanna
Customer Relations Specialist
CA Insurance License #0F73557

Carrie DeVanna joined Financial Diligence Partners in May of 2016 as a Customer Relations Specialist. Working closely with Larry, she takes care of customer and employee relations, facilitating client follow-through and directly addressing the needs of those on both sides of the FDP equation. Carrie has had an Insurance License for over 9 years. She also has managed various medical and insurance offices over the last 15 years and has a BS in Office Management. Carrie and her husband Brett live in San Clemente with their two sons, Blake and Mason. Carrie enjoys traveling and getting to spend time with her family and friends. Carrie has over 9 years of wealth management industry experience supporting advisors in various capacities.  She joined FDP in May of 2016 and holds the position of Customer Relations Specialist. Working closely with Mark and Bryan, Carrie handles both customer and employee relations, facilitating client follow-through and directly addressing the needs of those on both sides of the FDP equation.

Carrie graduated from California State University, Long Beach with a BS in Office Management and has spent 15 years managing several insurance and medical offices throughout Southern California.  Her previous experience has allowed Carrie to make an immediate and positive impact assisting FDP clients and internally supporting the team of advisors at FDP.

Carrie and her husband Brett live in San Clemente with their two sons, Blake and Mason. Carrie enjoys traveling and getting to spend time with her family and friends.

Remote Team Members

Michael McClary, MBA
Chief Investment Officer

McClary 064

Michael McClary is the Chief Investment Officer of Valmark Advisers, Inc. and Valmark Financial Group, LLC. His primary responsibility is coordinating all investment management solutions for Valmark Advisers and ValMark Institutional, including TOPS®, TOPS® Strategic Allocation Portfolios, TOPS® Managed Risk ETF Portfolios and Valmark ACCESS™ and ACCESS™ Plus solutions. Mr McClary was named by EFT Report 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 IMN/Research Magazine “EFT Advisors Hall of Fame” in 2007 and is regularly published on EFT.com. In addition, he has collaborated with the Wall Street Journal, Kiplinger’s, Financial Advisor and Research Magazine, to name a few. On EFT-related topics he has been a featured speaker for organizations such as S&P and the Financial Planning Association. Mr McClary holds FINRA series 7, 24 and 66 securities registrations and is a member of the Cleveland Society of Chartered Financial Analysts® as well as a Registered Investment Advisor. He earned an MBA in Financial Management  and a BBA in Finance in Financial Services, Magna Cum Lauda, both from the University of Akron.

 

Tyler Denholm, CFA
Vice President of Investment Management and Research

denholm-028Tyler Denholm is the Vice President of Investment management and Research for our partner, Valmark Financial Group. His primary responsibility is overseeing the investment management process and conducting research for TOP®, TOPS® Strategic Allocation Portfolios and TOPS® Variable Insurance Trust. He earned a BBA in Finance and Real Estate from the University of Arkon, Summa Cum Laude. In addition to his FINRA series 7 and 24 securities registrations, Mr Denhold has earned the elite distinction of holding the right to use the Chartered Financial Analyst® designation.

 

Chris Finfrock, MBA, CFP®
Vice President of Investment Marketing 

Finefrock Chris Chris Finefrock is the Vice President of Financial Planning for our partner, Valmark Financial Group. In his role Chris 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, Ohio Life, Health and Variable licenses, Mr Finefrock holds a BA in Financial Services and an MBA in Finance from the University of Akron. He is also a CERTIFIED FINANCIAL PLANNER™.

 

Chris Bottaro
Vice President of Insurance Services

chris_bottaroChris Bottaro is the Vice President of Insurance Services for our partner, Valmark Financial Group. His is responsible for the vision, strategy and execution of life insurance underwriting and new business initiatives.  Formerly, Mr Bottaro was an Underwriting Account Executive at Lincoln Financial Group where he led a team of 25 underwriters and new business associates through strategic initiatives aimed at making the life insurance process simpler and more efficient for advisors and their clients. He has an MBA from the Isenberg School of Management at the University of Massachusetts and holds FINRA series 6 and 26 securities registrations.

 

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