Valeri is a Senior Wealth Advisor with Wellspring Wealth. With over twenty plus years of experience in the financial industry, Valeri is recognized as a distinguished leader in the financial services industry. Prior to joining Wellspring Wealth, she worked in a management, business development role for over two decades with Charles Schwab and Co and E*Trade Financial. Forging deep relationships and having a strong sense of accountability to building clients’ financial dreams are two of the cornerstone principles on which Valeri’s professional philosophy is built. She is also an outspoken advocate of equality in investment education, having a passion around enhancing women investors to bec