With over 35 years’ experience in the financial industry, Valery helps clients develop a financial strategy that is:

• unique to their individual needs,
• leads to decisive action and
• achieves results.

Regardless of where you are on your financial journey, she has the resources, capabilities and experience to help you move forward and meet, if not exceed, your financial expectations.

Valery strives to provide excellence based on these criteria:

1. customer service,
2. integrity,
3. knowledge/experience,
4. resourcefulness,
5. communication,
6. value for fee charged,
7. meeting of financial objectives,
8. post-sale service,
9. quality of recommendations and
10. overall client satisfaction.

She lives in Oklahoma City with her rescue dog Ripley. If you stop by the office, you’ll likely find him snoozing under her desk.

In her free time, she is usually playing Mah Jongg with friends or madly cheering on the OKC Thunder.