Valerie Smits

I am passionate about building genuine, long-term relationships with clients and partner-ing with them to pursue their financial aspirations. I take pride in supporting our advisors who are guiding individuals and families through important financial decisions, helping them navigate complexities, and developing thoughtful strategies aiming to support lasting confidence and freedom. 

My husband and I have built a life shaped by diverse experiences and meaningful connec-tions, having called many communities home across the United States, including Roches-ter, New York; Paterson, New Jersey; Cerritos, California; Grand Rapids, Michigan; Lom-bard, Illinois; Wichita, Kansas; Mankato, Minnesota; and now Charles City, Iowa, where we look forward to retirement. Each chapter has broadened our perspective and deepened our appreciation for community, adaptability, and thoughtful planning.

As proud parents of four adult daughters—each living in different states we have yet to call home—we understand firsthand the importance of maintaining strong family connections and preparing for multi-generational goals and transitions. Our shared love of camping has taken us to most states across the country, along with meaningful international travel. These experiences have reinforced our belief in preparation, flexibility, and approaching both life and financial planning with intention and confidence.