Valerie works in the areas of taxation, financial planning and investment management. She helps clients realize their dreams, which often include being financially independent. Valerie is a Personal Financial Specialist and holds Series 7 and 66 securities licenses. As a Financial Neutral in Collaborative Practice, she assists divorcing couples in structuring their financial agreements in a manner that helps them both achieve their goals and interests.
Valerie enjoys practicing yoga and spending time with her family, which often means playing board games together. She is also deeply involved in her church and currently serves as lead pastor.