Valerie focuses exclusively on serving retirement plans and their participants. She specializes in helping plan sponsors meet their fiduciary obligations by providing ERISA 3(38) investment services, committee governance resources, regular plan fee and design benchmarking, and participant education and communications. Valerie holds the Accredited Investment Fiduciary designation from the Center for Fiduciary Studies. Prior to joining SWM, Valerie spent 15+ years in commercial and corporate banking, serving as a trusted advisor to middle-market companies throughout Florida’s west coast. Valerie maintains an active role in the community by serving on multiple non-profit boards. She is also a graduate of Leadership Tampa Bay, Leadership Tampa, and Leadership Pinellas. Valerie earned both her B.S. and M.B.A. from the University of Florida. While in graduate school at the University of Florida, Valerie was recognized as Matherly Scholar. When not working, you will find Valerie spending time with her husband Matt, boating, traveling, running, reading, and hanging out with friends and family. She also shares a home with a very demanding rescue kitty.