Valerie is a wealth of financial knowledge and has great way of keeping us in line with our retirement goals. Highly recommend her for anyone that wants to build their financial wealth.
May 2021 by Amy Wright
Valerie has been a God send! I was very nervous to meet with a financial advisor and was very overwhelmed with the idea of where to even start. I met Valerie in a networking group where I heard her share her true passion for helping women become financially independent. After listening to her and getting to know her I knew she was someone I could trust and I felt very comfortable scheduling an appointment with her to discuss my financial needs. During our initial meeting Valerie patiently explained many things about investing. She repeated things I didn’t quite understand and she even drew me an example on her whiteboard when I wasn’t fully understanding. Since I was so unfamiliar with investing I really needed everything explained. Valerie made sure I understood everything and never made me feel rushed or d*** (which I was afraid I would fell). Instead, I got an education that day and was thrilled to have learned so much about investing in my future. Valerie guided me through some of my divorce issues to ensure I was represented correctly for a transfer of funds. She truly has my back and I am so grateful to have met her. I recommend speaking with Valerie if you need any financial guidance. She will take very good care of you and ensure you are making the best financial decisions for your personal needs. Thank you Valerie for teaching me and caring about my personal situation! You are a blessing to me and I know you have been a blessing to many others. Your strong work ethic and caring nature are second to none!
