About Me

Valerie began her investment industry career in 1984 and joined Stifel in 2007. Her investment planning practice consists of charitable and endowment investment planning, comprehensive investment planning, and wealth management. Valerie has concentrated her work with nonprofit organizations since 1998. Valerie holds Series 7, 63, and 65 securities licenses.

Outside the office, Valerie has served on the boards of many regional nonprofits and supports many other nonprofits through financial donations and volunteerism.

Learn more about Stifel’s Charitable Giving Strategies