As a Client Solutions Coordinator for Shepherd Financial, Valerie is committed to providing professional, efficient, and exceptional service at all times. She supports the advisors in their work with retirement plan clients by preparing essential deliverables and offering administrative assistance. Valerie delights in connecting with clients, discovering solutions to their questions, and helping her fellow team members succeed in their respective roles.
Prior to joining Shepherd Financial in 2016, Valerie worked as a Front Desk Coordinator for Shepherd Insurance. She has also held various positions in sales and customer service.
Valerie graduated from Columbia College in 2012 with a degree in Fashion Business. She has two loveable tuxedo cats, Winston and Wallace, who greet her at the door when she comes home from work every day. In her free time, she enjoys attending Northview Church, hiking, traveling, and spending time with her husband, Chase.