Senior Wealth Advisor, AIF®
Valeri is a Senior Wealth Advisor with Wellspring Wealth. With over twenty plus years of experience in the financial industry, Valeri is recognized as a distinguished leader in the financial services industry. Prior to joining Wellspring Wealth, she worked in a management, business development role for over two decades with Charles Schwab and Co and E*Trade Financial. Forging deep relationships and having a strong sense of accountability to building clients’ financial dreams are two of the cornerstone principles on which Valeri’s professional philosophy is built. She is also an outspoken advocate of equality in investment education, having a passion around enhancing women investors to become more financially independent.
Community service and development are vitally important to Valeri. As a member of the Board of Directors for the YMCA Forsyth County, she contributes substantially to her community by: helping under privileged children become involved in the community and attend summer camps; developing and maintaining an environment where children can take the first small, yet crucial, steps to achieving their dreams; fostering a community of family caring and giving.
Valeri grew up in the small western town of Douglas, Wyoming and attended Casper College where she majored in Business Administration. In her personal time Valeri enjoys hiking, and the beauty of the North Georgia Mountains at her vacation home on the river. Family time is spent with her husband, two adult children and three dogs.