Valerie Tate
Valerie joined our practice in 2020. Valerie has numerous years in the customer service industry from banking, mortgages, refractories, graphics, and fire/EMS. She strives to provide a positive attitude each day and is always willing to learn new things.
Valerie resides in Loveland along with her fur-baby, Finnegan. Her daughter and son-in-law live nearby. Valerie also has two granddaughters. Valerie loves reading, painting, being outdoors, and being with her family and friends. You may have seen her volunteering at Heritage Springs Nursing home prior to COVID.
4605 East Galbraith Road, Suite 200
Cincinnati, OH 45236
(513) 898-9100
info@touchpointwealthpartners.com
Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered Through Valmark Securities, Inc. Member FINRA, SIPC 130 Springside Drive, Suite 300 Akron, Ohio 44333-2431 1-800-765-5201 TouchPoint Wealth Partners is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.
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