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.


Favorite Food:

Mediterranean Food

Financial Advice:

The more money you make, the more you can share

Favorite Quote:

If you want to feel happy, do something for yourself. If you want to feel fulfilled, do something for someone else; Simon Sinek

I would like to meet:

Bedros Keuilian Self-made Millionaire

Hidden Talent:

I am an outstanding shopper

Favorite movie:

The Sandlot

Favorite TV show:


What motivates me:

Unwavering Discipline

Favorite holiday:


Bucket List:

Learn jujitsu

A place I would like to visit:

Hawaii with my family

Biggest Accomplishment:

Raising three God-fearing, confident human beings.

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