Meet Valerie
As a Paraplanner / Relationship Manager at Financial Impact Advisors, Valerie is a welcoming and knowledgeable guide for new and existing clients. Her primary focus is ensuring every client feels comfortable, supported and truly heard when discussing their financial goals.
Valerie plays a crucial role in managing the client journey, from seamlessly guiding new clients through the entire onboarding process to providing ongoing assistance with online account access and day-to-day needs.
She earned her degrees in Economics and Finance with a minor in Sustainable Business from UW- La Crosse, where she also competed on the Cross Country and Track & Field teams.
Outside of the office, Valerie loves being active with her husband, Josh, their son, Keaton, and their two rescue dogs. Whether they’re running, biking, or traveling, their ultimate adventure goal is a dream trip to explore Australia and New Zealand.