Valerie joined Meridian Wealth Management in 2024, she brings over 14 years of experience in the Registered Investment Advisor (RIA) environment. She dedicates herself to her client relationships and her team, specializes in leadership, process development and implementation with a history of streamlining operations and enhancing organizational efficiency. Valerie is a seasoned professional with expertise in Retirement Plan Services and Estate Settlement. Prior to her career in the RIA environment, she worked in business and operations management and traditional finance supporting her a diverse understanding of client needs.

A native Tucsonan, Valerie enjoys spending time with her family and friends, taking in the amazing Tucson sunsets, yoga, and travel.