Meet Valerie


I am able to bring value to each client by expediting their process with their advisor from getting the forms created to finding times that they are able to come in for meetings.

I graduated from the University of Wisconsin-La Crosse in May of 2019. At UWL I graduated with a Bachelor of Science in Economics and Finance with a concentration in Risk, Insurance and Financial Planning. I also had a minor in Sustainable Business. At UWL I ran Cross Country and Track & Field where I was a part of winning many Conference championships.

First and foremost, the most important thing in my life is my family. They are everything to me. I have two loving parents, two brothers with lovely wives and my two dogs Niki and Cooper. Niki is our family dog and Cooper is a rescue puppy that I got when I graduated. I am hoping to do agility training with him in the future. My other passions in life are running, biking and swimming. I would like to do triathlons and marathons in the future.


Favorite food:

Pesto pasta with grilled chicken.

Best piece of financial advice I received:

Set yourself up for success by preparing for the future.

Favorite quote:

“To give anything less than your best, is to sacrifice the gift.” -Steve Prefontaine

Hidden talent:

I don’t know if this is much of a talent, but I can say the alphabet backwards.

Favorite book:

Harry Potter, I could read the series all over again and enjoy it just as much as the first time.

Favorite movie or TV show:

There are too many good movies to have a favorite of all time. But I do enjoy going to new movies in the theaters.

What motivates me:

Knowing that hard work will always pay off in some shape or form.

Favorite holiday:

Thanksgiving, I love to eat and spend time with my family.

Something on my bucket list:

Ride in a hot air balloon.

Place I’d most like to visit:

I would really like to visit Iceland to see all of its beautiful natural scenery.

Request an Appointment

In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.