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.