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Valerie is a principal with the firm with a focus on Tax and Financial Planning. She works with entrepreneurial businesses and their owners, furnishing tax and accounting expertise, and developing financial planning strategies. Valerie is a Personal Financial Specialist, Financial 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 the Indianapolis Monthly.
Deeply involved in her church, Valerie is a lay minister and active in youth ministry.