Valerie is a Financial Planning Associate joining the Level team in 2025. Originally from Florida, she brings with her a host of planning experiences along with bilingual skills, strengthening our ability to serve clients in both English and Spanish. Her passion for financial literacy shines through in helping clients gain clarity and confidence in their financial lives.
Valerie earned her BA in Personal Financial Planning from the University of South Florida and her MS in Personal Financial Planning from Texas Tech University.
Outside of the office, Valerie and her husband, Erik, enjoy exploring Buffalo’s culinary, brewing, and dog-friendly communities with their canine companions, Batman and Charlie. She also practices yoga, never passes up a good cup of coffee, and values time spent with family and faith-filled adventures.
