Sara Valesano

Financial literacy starts early. For me, it started with my parents, who instilled a love of planning and prioritizing by incentivizing saving when I was young. My parents also taught me the art of running a small business, highlighting values such as integrity, dependability and accountability.

Hannah Hron, my branch office administrator, and I make up our team. Hannah takes pride in keeping meticulous records and is a fantastic communicator.

We use a five-step process to help ensure each client feels understood, empowered and secure with all aspects of their financial life. We focus on helping clients with comprehensive strategies...