Specialties
About Me
I love getting to know the individuals and families I serve, along with your unique goals and values.
I approach each client relationship with a desire to help you understand how you can reach those goals and give you confidence in your financial future. I strongly believe personal financial planning should be as much personal as it is financial. The “best” financial plan in the world is the one that aligns with your goals. This belief is a big reason why I came to work at Valentine Wealth Management. Our founder, Logan, and I share these beliefs and plan to work with just 60-70 households each so we have the time to develop these client relationships. The strong relationship I am able to form with my clients allows me to give advice that is truly in their best interest.
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Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
CFP, RICP
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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Disclosures
Valentine Wealth Management, LLC is an Investment Adviser offering services in the State of Indiana and in other jurisdictions where exempt from registration. Tax planning strategies are offered as part of a holistic approach to financial planning and investment management services and should be reviewed with a tax professional. Advice is provided based upon all known facts including investor characteristics, assets, income, and objectives. Advice, views, expressions, and opinions included in this communication are subject to change based on many considerations including changes to federal, state, or local tax laws. Please contact us if there is any change in your financial situation, needs, goals or objectives. For your privacy and security, do not include sensitive information using emails that are not secured. The information contained in this electronic communication is intended only for the use of the recipient. If you have received this email in error, please (i) notify the sender immediately and (ii) destroy all copies of this message.