Valeo Financial Advisors

www.valeofinancial.com/

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

CURRENT

Jimmy Otteson

Year: 2017

University: DePauw University

Major: Economics

Host Company: Valeo Financial Advisors