For most people, the relationship they have with a financial advisor is as important as the results that are produced. To cultivate strong BCM client results, there are many back office and detail items that need to be managed. Valerie’s unique skills are being able to identify the fine points in these processes and develop solutions to ensure the delivery of our high value services.
Managing the development and delivery of the client-focused BCM Fiduciary System™ experience is Valerie’s specialty. In particular, her focus is on all the action items that our practice does to deliberately make a strong, positive impact on clients and the community. She oversees the marketing processes, manages the budget, and is a strategic partner on the BCM leadership team; working closely with them to ensure that they are exceeding firm and client expectations. As business manager and operations team leader, she is enthusiastic about making sure BCM’s clients are successful and feel cared for.
Valerie earned a bachelor’s degree in Criminal Justice from the University of Delaware and a Master’s in Social Work from Widener University. Outside of the office she enjoys the country life, hiking, and traveling to warm and sunny places with friends and family. She lives in Chester County, PA and Hilton Head, SC with her husband, Dave.