Valeria joined Liberty Square in 2014, and with nearly 30 years of experience in the financial services industry, she is highly skilled at anticipating the needs of our clients and advisors. She manages many aspects of our internal operations, including document preparation and processing, communicating with vendors, and in general, ensuring our team has everything it needs to serve clients with excellence. She is also a valuable support system for clients, answering questions and helping with a variety of tasks throughout the onboarding and planning processes.
In her spare time, Valeria loves being active and spending time outdoors. Her current hobbies include pickleball, cycling, kayaking, helping with set design for the school theater, and camping with her friends and family. She and her husband Julian have three children, and they enjoy traveling together.