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Valerie is a principal with the firm with a focus on Tax and Financial Planning. She works with high net worth individuals and entrepreneurs, furnishing tax and accounting expertise, and developing financial planning strategies. Valerie is a Personal Financial Specialist, Neutral in Collaborative Practice, holds Series 7 and 66 securities licenses and is a licensed insurance agent. Valerie has consistently been named a “Five Star Wealth Manager” in Financial Planning as published by Indianapolis Monthly.
When not at Somerset, Valerie enjoys spending time with her family and close friends. A yoga enthusiast, she likes to find opportunities to practice at her favorite studio. Valerie is deeply involved in her church, currently serving as her congregation’s lead pastor.