Valerie joined Protective Financial Services in October 2019. With over seven years of experience in banking and eight years in the insurance field, she brings a wealth of knowledge and a strong dedication to client service.
As Client Coordinator, Valerie manages client scheduling and review coordination, maintains detailed client records, and helps create a welcoming, organized experience for every client interaction.
Outside the office, Valerie enjoys time with her husband, Matt, their three daughters, and their dog, Atlas. Their family is actively involved in their church, where she serves on the welcome team.