Valerie (Val) Ortegano

Office Administrator

Val supports our financial advisory team by coordinating client service, scheduling, and daily operations. She ensures everything runs smoothly behind the scenes while keeping records accurate and communications seamless, so clients always receive exceptional care. Outside of the office, Val loves spending time at the beach with her husband.

Meet the Rest of the Team

A man in a suit and white shirt is smiling for the camera.
A woman in a white dress is smiling for the camera.
A person with long dark hair and a neutral expression, wearing a black top against a solid dark gray background.
A woman wearing a scarf and a necklace is smiling for the camera.
A close-up portrait of a fluffy, auburn-colored puppy with dark eyes looking forward against a plain dark background.
View more

Work With Laura & the Team

Start with a complimentary intro call — no pressure, just a conversation about your goals.