Jessica took a keen interest in finances when she wanted to buy her first home and became aware that her mother had been stashing away many years of birthday, tooth fairy and holiday money to save for her down payment. Her family set a strong impression on her in that it was never too early to save for the future. She started her career in public relations predominately working in the nonprofit sector, clearly using her budgeting and money-saving tactics to plan and manage effective and successful fundraising events and campaigns. For the last few years she has been a stay-at-home mom and homesteader, raising her kids and homeschooling them part-time, growing and preserving her garden's bounty and soaking in nature at her rural home. She is eager to re-enter the work force, especially being part of the Valeriote Financial team. On her spare time she volunteers at her kids' school, for environmental causes and pitches in at local organic farms. She is passionate about hiking, camping and canoeing, discovering new craft breweries, and living an earth-friendly and sustainable life.
Shaun Valeriote, CFP, CLU