Planning and Investment Associate
Valorie rejoined Summit Wealth Group in December 2019 after having taken an 8 year “sabbatical” to help her husband run their own fine jewelry store. While managing her own jewelry store, she taught herself CAD/CAM design and created many unique and beautiful pieces of jewelry for customers. She is quick to acknowledge entrepreneurship as very different and rewarding , but she is excited to return to her first love…financial planning. She began her financial career in 1995 with a regional investment firm in Denver. Today, Valorie is working as a Planning and Investment Associate for Summit's financial planning department.
She lives at 7500 feet among tall pines trees in Larkspur, Colorado, north of Colorado Springs, Colorado. She enjoys life with her husband, John, and their two miniature Australian Shepherds. She and John are blessed with two adult children, two in-law children and three grandchildren. She enjoys vigorous workouts, reading, sewing and living life with her family.