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[\/et_pb_text][et_pb_text admin_label=”BODY – BIO” _builder_version=”4.21.0″ global_colors_info=”{}”]Valerie is our Administrative Assistant. You may hear from Valerie regarding pre-meeting paperwork for your upcoming appointment. Valerie is one of the team members who prepares the information for each of the advisors prior to your meeting.<\/p>\n
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.<\/p>\n
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. 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4605 East Galbraith Road, Suite 200
Cincinnati, OH 45236
513.898.9100
info@touchpointwealthpartners.com<\/p>\n
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Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered Through Valmark Securities, Inc. Member FINRA<\/a>, SIPC<\/a> 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<\/p>\n Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP\u00ae, CERTIFIED FINANCIAL PLANNER\u2122, and CFP\u00ae (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board\u2019s initial and ongoing certification requirements. [\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":" Valerie Tate Administrative AssistantValerie is our Administrative Assistant. You may hear from Valerie regarding pre-meeting paperwork for your upcoming appointment. Valerie is one of the team members who prepares the […]<\/p>\n","protected":false},"author":3,"featured_media":0,"parent":378,"menu_order":1,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":" This is an example page. It's different from a blog post because it will stay in one place and will show up in your site navigation (in most themes). Most people start with an About page that introduces them to potential site visitors. It might say something like this:<\/p> Hi there! I'm a bike messenger by day, aspiring actor by night, and this is my website. I live in Los Angeles, have a great dog named Jack, and I like pi\u00f1a coladas. (And gettin' caught in the rain.)<\/p><\/blockquote> ...or something like this:<\/p> The XYZ Doohickey Company was founded in 1971, and has been providing quality doohickeys to the public ever since. Located in Gotham City, XYZ employs over 2,000 people and does all kinds of awesome things for the Gotham community.<\/p><\/blockquote>
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