portrait of Paul M Valentine

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans

Personal Interests

  • Spending Time with Family
  • Traveling
  • Reading
  • Hiking
  • Cooking

Team Members

  • Jennifer Gilman
    Associate Financial Advisor
    AAMS™, ADPA™, CRPS™
  • Jeff Hamrick
    Sr. Branch Office Administrator
    FPQP®
  • BeLinda Shorts
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:30AM - 04:30PM
Tue 07:30AM - 04:30PM
Wed 07:30AM - 04:30PM
Thu 07:30AM - 04:30PM
Fri 07:30AM - 04:30PM
Sat Closed
Sun Closed

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