Meet Valerie


Valerie is our team’s Client Service Specialist. In this role, she provides service and attention that exceeds our clients’ expectations. She strives to build personal relationships with each client as she seamlessly prioritizes their needs.

A graduate of Fresno Pacific University with a master’s degree in Business Administration, Valerie joined the financial services industry after nearly a decade spent as a personal trainer. As a trainer, she put her clients’ needs first and deftly orchestrated behind the scenes to help clients reach their goals – not unlike what she does here.

Outside of the office, Valerie enjoys focusing on her “three Fs:” faith, family and fitness. She is disciplined and driven and is proud of her three children and the confident humans they have become.