Valeo Financial Advisors

Joining in 2017

Investments are an important part of what we do for our clients, but financial advice is far more than just investments.

At Valeo, we focus on a client’s entire financial picture including insurance, taxes, cash flow, educational funding, retirement, and estate planning. As a result, we strive to provide peace of mind that can only come from knowing all aspects of your financial life are working well together.

Jimmy Otteson


Jimmy Otteson

Year: 2017

University: DePauw University

Major: Economics

Host Company: Valeo Financial Advisors