Your Dedicated Advisors

For Chris, financial planning has always been personal. With more than 15 years in the field, he’s come to believe that the best plans aren’t driven by markets — they’re driven by what matters most to each client. A graduate of Xavier University with a degree in Economics, he combines that academic foundation with a genuine interest in helping people make the most of their retirement and their legacy. Chris specializes in retirement planning and wealth transfer. He works with individuals and families nearing or in retirement to create straightforward strategies. These strategies help them enjoy a full retirement and pass their wealth on to the next generation with confidence and peace of mind.

On the personal side, Chris and his wife Shelly live in Fort Thomas with their two lively Australian Shepherds, Westen and Weller. They both love the ocean — they’re certified Bareboat Sailing Captains and regularly sail with friends in the British Virgin Islands. They also enjoy scuba diving trips together and support the local Newport Aquarium through the Wave Foundation. They’re also proud supporters of The Sisters of Notre Dame de Namur, a congregation with a long history of offering education and support to people living in poverty, particularly women and children.

“Money’s real value is the freedom and experiences it can create for the people you care about most.” - Chris

Matt brings a wealth of knowledge and experience to McCarley & Cook, distinguished by over a decade of expertise in portfolio management and financial planning. With a track record of helping manage approximately $500 million in client assets, Matt excels in delivering comprehensive financial advice, encompassing portfolio management, retirement planning, tax strategy, and Social Security planning. His strategic approach and dedication to clients' financial success have established him as a trusted advisor within our community.

Born and raised in Cincinnati, Matt's educational foundation was laid at Moeller High School, followed by a double major in Finance and Entrepreneurship at the University of Dayton. His commitment to excellence is further underscored by earning the CFA designation, which is recognized for its rigorous curriculum and high ethical standards. This solid educational background, combined with his professional experience, makes Matt a significant asset to both our team and our clients.

On a personal note, Matt's passion for the outdoors is evident in his love for skiing and hiking, embracing most outdoor activities with enthusiasm. Currently residing in Newport Kentucky, he enjoys exploring the city, following Cincinnati sports teams and spending time with family.

Kim Bartinelli is the Executive Assistant at McCarley & Cook. Bringing a unique blend of organizational skills and a passion for helping people, Kim's journey to the world of financial planning is an interesting one. For nearly a decade, she shaped young minds as a middle school science teacher. This background allows her to bring a refreshing, educational perspective to her current role, ensuring everything is handled with precision and care.

Outside of the office, Kim enjoys the scenic beauty of West Chester, where she resides with her husband, Bill, their one-year-old daughter Evelyn, and their spirited Australian Shepherd Calvin. An enthusiast of nature, Kim can often be found exploring the 'Great Parks', indulging in her love for reading or experimenting with new recipes. Raised in Cleveland, she and Bill consider themselves Browns football fans — a loyalty that sometimes raises friendly rivalries among their Cincinnati friends!