Valeo Financial Advisors LLC
Kelley Roberts is an experienced professional with a Bachelor's degree in Business, Management, Marketing, and Related Support Services from Indiana Wesleyan University. Currently serving as an Executive Assistant at Valeo Financial Advisors LLC since August 2022, Kelley previously held the role of CFO and Director of New Business at Jarred Bunch Consulting, LLC from March 2012 to February 2021.
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.