I’m an independent, fee-only, fiduciary CERTIFIED FINANCIAL PLANNER™ based in Seymour, IN serving clients locally and virtually across the country. I create comprehensive financial plans and manage investments for High Income Earners and those approaching or in retirement that want to work collaboratively with a trusted advisor.

Valentine Wealth’s mission is to bring exceptional and affordable financial advice and investment management services to clients one household at a time. We help you manage both current financial concerns as well as plan for what comes next.

I utilize technology to maximize convenience and security. Digital account access, virtual communication, and cloud-based portals help you manage your finances quickly and easily whether at home or on the go.