Client Services Manager
Upon graduating from Bryn Mawr College in 2012, Valerie moved to the D.C. area to begin her professional career in various client service roles. In 2017 she joined a boutique financial planning firm as Lead Client Service Associate, where she learned everything she could about the finance field, clients and operations. Fast forward a few years and in September 2022, Valerie accepted the position of Client Services Manager at Bogart Wealth.
A native of Southern Maryland, Valerie now lives in Southwest D.C. with her two cats, Oliver and Lucy. In her free time, she enjoys expanding her culinary skills, going to concerts and trying out new restaurants. Valerie is thrilled to be able to use her experience in client service and operations to assist the Bogart team both internally and with our valued clients.
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