Client Service Associate
Valentina works closely with Tony and Mary Pat, assisting their clients and providing operational support. Following in her father’s footsteps, she aspires to become a financial advisor and is studying for her industry registrations and qualifying exams. With a background in education, Valentina excels at making financial information accessible to all clients. After achieving her credentials, she will develop financial plans for our younger clients who need reliable advice in their most formidable years. Having earned both her bachelor’s and master’s degrees from DePaul University, Valentina is a proud Blue Demon and strives to embody the social justice values of her alma mater.