Valeo Financial Advisors LLC
Amanda Martinez is a seasoned professional with extensive experience in client service and marketing. Currently serving as a Client Service Relationship Manager at Valeo Financial Advisors LLC, Amanda has progressed through various roles within the company since July 2020. Prior experience includes managing client accounts as an Account Manager at Collective Alternative, coordinating marketing programs at Steak n Shake, and developing promotional plans for The American Legion. Amanda's career also includes foundational roles at Endress+Hauser Group, where responsibilities ranged from marketing assistance to intern duties. Amanda holds a Bachelor's degree in Marketing and International Studies from Indiana University Bloomington, earned in 2005.
Valeo Financial Advisors LLC
2 followers
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 financial picture including insurance, taxes, cash flow, educational funding, retirement, and estate planning. As a result, we strive to provide the peace of mind that only comes from knowing all aspects of your financial life are working well together. All of this for one transparent fee.