Our Team

Larry Lee

Senior Partner

Office: (949) 855-4337
Email: larry@4fdp.com

As a senior partner at Financial Diligence Partners, Larry began his insurance and financial services career in 1969, moving to California in 1977. A proud graduate of Iowa State University, he is also a graduate of the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) programs from the American College in Bryn Mawr, PA. Larry is an active member of the National Association of Insurance and Financial Advisors and former president of NAIFA California (2005/2006), a qualifying and life member of the Million Dollar Round Table, a member of the Society of Financial Service Professionals, and the South Orange County Estate planning council. He was the recipient of the NAIFA-California Distinguished Service Award in 2012 and the Will Farrell Award in 2014. Currently Larry serves on NAIFA’s Political Involvement Committee. Outside the office, Larry’s wife Jeanine shares him with the golf course, Ducks games, their three children and seven grandchildren.

Carrie DeVanna

Customer Relations Specialist

Office: (949) 855-4337
Email: carrie@4fdp.com

Carrie 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.

Our Back Office Specialists

Through our relationship with the ValMark Companies, we have access to an experienced support team with credentials spanning multiple financial disciplines – from legal, accounting, tax and financial advisory expertise to life insurance, retirement planning and securities. This team of over 100 professionals serves as our back office support staff. A sample representation of the team’s credentials includes:

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

PRODUCT / PLANNING SPECIALISTS AND ADVANCED CASE ADVISORS, including a team of attorneys, accountants, MBAs, Certified Financial Planners™, Chartered Life Underwriters®, and Chartered Financial Consultants®, many of whom are FINRA Registered Principals who provide independent assessment and analysis of recommended product sets.


Caleb Nitz is the Vice President of Insurance Marketing for our partner, ValMark Securities. Caleb assists our clients in developing custom solutions for their complex life insurance and financial planning needs. Caleb is a graduate of The University of Akron with a degree in Finance and holds a Certified Financial Planner® designation as well as FINRA series 7 and 24 securities licenses. In his free time Caleb enjoys skiing, bicycling and volunteering with his wife, Hannah.


Chris Finefrock is the Vice President of Investment Marketing for our partner, ValMark Securities.  In his role, he oversees the team responsible for all aspects of design and implementation for various brokerage, insurance, and advisory solutions intended to assist investors with risk management and reaching their accumulation or distribution goals.   In addition to his FINRA series 7 & 24 licenses, Mr. Finefrock has an MBA in Finance from the University of Akron and is a Certified Financial Planner®(CFP).


Judson Forner is the Vice President of Investment Marketing for our partner, ValMark Securities. In his role, he is responsible for all annuity product lines including research, case analysis and design, product recommendations, and advanced sales concepts. In addition to his FINRA series 6, 7, 24 and 66 securities licenses, Mr. Forner is also a Certified Financial Planner and a Chartered Retirement Planning Counselor.

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