Meet the Team

Our team comprises experts in financial planning, investment strategy, risk management, and various other areas. We're dedicated to staying up-to-date on the latest trends and best practices in the industry so that we can provide you with the most informed and practical advice possible. You don't need to feel intimidated by our expertise! We are a friendly and approachable group that genuinely enjoys assisting individuals in achieving their financial goals. In times of need, we are prepared to advocate for you fiercely, and our track record for success is remarkably close to perfection—it may sound too good to be true, but it's our reality! Whether you're just starting and need help setting a budget or you're a seasoned business person looking to optimize your tax strategy, we're here to help.

Our Core Values

These values help guide the decision-making, behavior, and culture of Valiant Partners, promoting a strong sense of purpose and responsibility towards clients and society as a whole.

1. Integrity - We continually do what is right, even if it is not the easiest or most popular choice.

2. Empathy - We understand our clients' struggles and are committed to serving them with compassion and understanding.

3. Innovation - We constantly seek new, better ways to serve our clients and push back against unfair practices.

4. Community - We are committed to serving our local community and giving back to those in need.

5. Accountability - We take full responsibility for our actions and strive to always be transparent and honest with our clients.

6. Collaboration - We believe in working together with our clients and partners to achieve the best possible outcomes.

7. Perseverance - We never give up, even in the face of obstacles or challenges.

8. Excellence - We strive for excellence in everything we do, from service to team members' development and growth.