Valeo Financial Advisors LLC
Kelly Duke currently serves as a Client Service Associate at Valeo Financial Advisors LLC, a position held since August 2014. Prior to this role, Kelly Duke was the Director of Marketing and Client Services for Michael P. McGinley at Northwestern Mutual from September 2013 to August 2014, where responsibilities included enhancing customer service for investment clients, leading the marketing plan, and fostering new relationships.
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 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.