Valerie works with families to ensure that they are protected in the short-term and have a long-term achievable plan to meet their financial goals. She benefits her clients by helping them define a plan to meet their unique objectives and assists them in staying on the path to meet those long-term goals, bringing peace of mind and a sense of accomplishment to those with whom she works. The team executes the plan by working through a defined process of Discovery, Analysis, Collaboration, Implementation and Follow Up.
With over 25 years in the Financial Services Industry, Valerie is an investment advisor representative focused on the active management of her clients’ assets. She assists their decisions to take risk when it is appropriate and to take cover when it is not.
As the mother of a young man with Down syndrome, Valerie has a passion for working with families who also have loved ones with Special Needs. She partners with the MetLife Center for Special Needs Planning, which was created to serve families that have dependents of all ages with disabilities. MetLife is one of the leading companies with an organization dedicated to the unique circumstances and requirements of these individuals. Valerie provides complimentary educational workshops to address critical areas of concern for families who have dependents with disabilities.
Valerie has her Life and Health license as well as her Series 6, 63, 65 and 7 FINRA licenses. She has a Bachelor’s degree from Missouri State University in Finance and General Business with an emphasis in Investments.
Maryland Heights is home to Valerie and her husband, Eric, and their three children, Jenna, Derek and Katy. Valerie enjoys travel, St. Louis sports, Mizzou and spending time with her family. Her favorite thing to do is to trap her kids in the car and road trip.
Area(s) of Focus
- Business Owners
- Insurance Strategies
- Investment Strategies
- Special Care