Johan Valentine

Johan is responsible for prompt client response and client satisfaction. Johan manages the synchrony and coordination of client communication, client scheduling and meeting preparation, client account management, and professional services.

Professional Designations and Associations

-B.S. in Business Administration, University of Wisconsin–Stout, summa cum laude
-Double minor in Economics and Finance & Investing
-Founder, Financial Wellness Club

Personal Life

Outside of work, Johan enjoys staying active through sports such as basketball, pickleball, or just going hiking. He also enjoys listening to music, hanging out with friends, and trying new things (especially food).