Our Team

With over 15 years dedicated to the financial planning and wealth management profession, Chris has honed his expertise in guiding clients through the complex aspects of wealth management. Prior to his current role, he served as a Vice President at his previous firm, aiding clients in areas ranging from investment management to tax and estate planning. It was during this time that he recognized genuine financial planning transcends mere investments—it's deeply rooted in understanding what resonates most with clients. As a proud graduate of Xavier University with a Bachelor's degree in Economics, Chris's academic background further cements his competence in his field. Now, at McCarley & Cook, he zeroes in on retirement planning, guiding individuals and families towards realizing their most cherished life aspirations with the resources they have.

On the personal side, Chris, and his wife Shelly, reside in Hyde Park Cincinnati sharing their home with their spirited Australian Shepherd, Westen. United in their passion for the ocean, they often embark on scuba diving or sailing adventures around the world. Christopher plays an active role in the local scuba diving community, mentoring other divers and supporting coral restoration initiatives in the Florida Keys.

Guided by a philosophy that centers on individual values, he's inspired by the words of Carl Richards: "The best financial plan has nothing to do with what the markets are doing... It has everything to do with what's most important to you."

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!