Valeo Financial Advisors LLC
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Valeo Financial Advisors, LLC 10 W Carmel Drive, Suite 400 Carmel, IN 46032 United States Valeo Financial Advisors is a fee-only advisory firm that is ranked as one of the largest financial advisory firms in the Midwest, and a Top 300 RIA Firm by the Financial Times. We focus on a client’s entire f... Read more
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John Wortman
Co-Founder & CEO
John Wortman
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Cfp® Andrew Tellitocci
Director Of Technology
Jamie Vladuchick
Director Of Portfolio And Wealth Advisory
Shannon Zengler Sphr
Director Of Human Resources
Greg Fulk
Chief Operating Officer
Julie Marvel
Executive Assistant
