Client Service Manager
Valorie Neumann began working in the investment/financial planning industry, full-time, in 2021,
learning the ins and outs of our office. She brings nearly three decades of Client Service experience with
her. Her exceptional sense of caring for our clients’ well-being is reflected in her work. She manages
office operations and serves as the first responder to service requests. She is licensed in life and health
with the State of Kansas and provides those services to our clients.
In 2023, Valorie welcomed her first grandchild, Cameron James, and is very smitten with him. Our
security team Jack and Sasha (yorkies), belong to her. They have a brother named Klaus (German
Shepard) and a sister named Georgie (kitten). She enjoys cooking, traveling, movies, and spending time
with friends and family.