How Valerie Can Help You
Based in Texas, Valerie serves as a reliable point of contact for our clients and prospects. In addition to building meaningful relationships and delivering exceptional client service, she provides dedicated support to our advisors through calendar management, account support, and administrative operations.
What makes her knowledgeable
Valerie graduated from The University of Texas at Austin in 2013 with a Bachelor of Science in Public Health. After obtaining Masters Degrees in Divinity and Biblical Counseling from Southwestern Baptist Theological Seminary, she served as a Children's Minister in Plano, TX for two years before life events led her into the financial industry. Prior to joining Stephen Ng Financial Group, Valerie supported clients in service and operational roles at Fidelity Investments.
Valerie’s diverse background allows her to connect authentically with clients from all walks of life, while advocating for them in their unique financial journey.
Valerie holds FINRA Series 7 and 63 licenses.
Getting to know Valerie
Outside of work, Valerie enjoys spending time at local parks and exploring new places with her husband and two young boys. She is passionate about serving the youth at her church and loves cooking, hosting family and friends, and taking on creative DIY and home projects.