Meet The Team
Chris Scalese leads a team of qualified financial professionals at Fortune Financial Group who are passionate about helping individuals and families achieve their ideal retirements.
Christopher Scalese Founder, President, and Sr. Financial Advisor
As the founder and president of Fortune Financial Group, Chris Scalese has built a successful business around a team of professionals committed to creating a pressure free experience that comfortably lets their clients make informed decisions about their personal retirement. Chris’s personality and ability to maintain a stress- free attitude helps his clients remain focused on working towards pursuing their retirement goals while sometimes navigating challenging retirement issues.
Chris founded Fortune Financial Group in 2000 with the idea of building a team of professionals that focus on creating retirement strategies that make sense based on individual goals as well as helping make each client feel comfortable and cared for throughout their retirement journey.
He has more than 25 years of experience in the financial service industry and holds an MBA in finance. Chris also authored several books about financial topics related to retirement and can be heard weekly on The Financial Forum on WILK radio.
Chris and Mary Beth, his wife and business partner, have four children and live in Dunmore.
MARY BETH SCALESE COO, Co-Owner
As COO and co-owner of Fortune Financial Group, Mary Beth is laser focused on client satisfaction through office accuracy and efficiency. Mary Beth enjoys her work and sets a high standards for the care and service provided to all those who walk through the doors. She works closely with her like-minded team to provide the ultimate client experience by going above and beyond to quickly meet their needs.
Mary Beth wants each client to feel welcomed into the Fortune Financial Group Community. Generosity Changes Everything has been the message that brings their clients together at many of Fortune Financial Groups fundraising and charitable events.
Mary Beth is very family oriented and lives in Dunmore with Chris and their children.
Robert Kudrich Financial Advisor
Robert is a Financial Advisor at Fortune Financial Group. He holds a Bachelor's Degree in Pure Mathematics, is a registered Investment Adviser Representative and is licensed to offer insurance products.. Robert has also achieved the prestigious Chartered Financial Analyst (CFA) designation.
While he enjoys the details and problem-solving aspects of preparing financial analysis, his main focus is on Wealth Management and helping investors determine the right way to responsibly use the stock market in their retirement plans. Bobby is dedicated to helping each client understand their investment choices.
Robert lives in Dunmore with his wife, Kelsey, their daughter, Charlotte, and their rescued greyhound, Iris. He is proud to be part of his family-owned business and shares the same values, work ethic, and discipline as his parents, Chris and Mary Beth.
Danielle Bevenour Director of Operations
BIO Coming Soon!
Valerie Stefanac Client Service Coordinator
Valerie joined the Fortune Financial Group team in 2018. Val has an Associates Degree in business and brings over 20 years of customer service experience to her Client Service Coordinator position. Val is detail oriented and deadline focused, which means that client’s requests are processed quickly and efficiently. She is dedicated to eliminating unnecessary stress by getting tasks done swiftly so that clients can get on with their day.
Val lives in Dunmore.
Michael Kelly Advisor Meeting CoordinatorÂ
BIO Coming Soon!
Hali Mengoni Client Relationship CoordinatorÂ
BIO Coming Soon!
Ready to Take The Next Step?
For more information about any of the products and services listed here, schedule a meeting today.
