Valorie Neumann
Valorie Neumann
CLIENT SERVICE LIAISON
620-259-2459
Valorie Neumann joined the financial services industry full-time in 2021, bringing with her nearly three decades of client service experience. Since transitioning into the role, she has developed a strong understanding of investment and financial planning operations while serving as a key point of contact for clients. Valorie manages day-to-day office operations and is often the first to respond to client service requests, ensuring a smooth and supportive experience. She is also licensed in life and health insurance in the state of Kansas.
Known for her compassionate approach and attention to detail, Valorie is deeply committed to supporting clients and helping them feel cared for and confident in every interaction. Her dedication to service plays an important role in creating a welcoming and responsive environment for clients.
Outside of the office, Valorie enjoys spending time with her growing family, especially her grandson. She also loves cooking, traveling, watching movies, and making memories with friends and family.
