Valerie provides operational and administrative assistance to clients in coordination with Wealth Counselors and other members of their team.
For more than 20 years, Valerie has been helping entrepreneurs and their families simplify their financial lives. Prior to joining the Waldron team, she served as a Client Specialist and Executive Assistant at Raymond James Financial Services.
At Waldron, Valerie specializes in evaluating existing, and creating new, life insurance policies by running illustrations, completing applications, coordinating medical exams, gathering medical records, and facilitating policy delivery. She builds long-term relationships with clients through client reports.
Outside of the office, Valerie enjoys reading, building puzzles, and spending time with her family and church.