Valery Oswald uses the experience she’s garnered over 35+ years to help clients develop a financial roadmap that will:

• be unique to their individual needs,
• lead to decisive action and
• achieve long-term results

What matters to her is helping you meet or exceed your financial expectations. She has the resources, capabilities and experience to help you move towards your goals.

Valery has received recognition from several industry panels and was recently named a 5-Star Wealth Manager by Oklahoma Magazine which is awarded based on nine criteria:

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

She shares her home in Oklahoma City with her rescue dog Ripley. Stop by the office and you’ll likely find Ripley snoozing under her desk!

Her weekends are typically spent playing Mah Jongg with friends or supporting various Oklahoma City arts endeavors such as the ballet and the philharmonic.