Jimmy Otteson

Jimmy Otteson

Year: 2017

University: DePauw University

Major: Economics

Host Company: hc1.com

As an Orr Fellow at Valeo Financial Advisors, I help individuals make informed financial decisions. In particular, I work on projects that focus on objective strategy within their cash flow, tax, investments, risk management, and estate planning. By establishing itself as a fiduciary and offering a transparent fee-only model, Valeo differentiates itself in the market place. Outside of the office, I enjoy baseball, reading, and spending time with family and friends.

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