Valerie Caicedo

retirement planner

Valerie Caicedo

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.

CKS Summit group team members

Al Caicedo


Valerie Caicedo

Director of Operations

Nikki Caicedo

Investment Advisor 

Kristina Nemeckay

Client Relations

Sharon Sibila

Bookkeeping & Accounting