Director of Operations
Valerie is currently the Director of Operations. She is passionate about helping people meet their Financial Goals. She has an unwavering commitment to each client and understands the enormous responsibility we have been entrusted with.
Before joining our team, Valerie provided support to other Financial Firms and has been working in the Financial Industry for more than 14 years. Valerie’s goal is to build strong relationships with our clients by ensuring they have a great experience. In her free time, Valerie enjoys spending time with her family, traveling and boating in the Summer.