As Director of Operations, Valerie is responsible for the overall operation of the practice, including managing staff resources. She works closely with Dominic to steward client relationships and acts as a liaison to our financial planning clients. Valerie joined the team in 2018, bringing 15 years of experience in the nonprofit sector, where she focused on legacy planning and fundraising.
She resides in Manchester, NH with her husband Carter and two children. She enjoys spending time with family, outdoor activities, and cooking and crafting with her children.