Elizabeth Valliere

A headshot photo of Elizabeth Valliere

Client Service Advisor


As Client Service Advisor, Elizabeth offers crucial support to our team of financial advisors by enhancing the client experience. She brings over 5 years of finance experience to her role. She prides herself in her organization skills and attention to detail.

Born and raised in Grand Rapids, you will find her enjoying the outdoors with her husband, two daughters, and recently acquired puppy.

Going forward, Elizabeth wants to continue her professional education as she continues to grow in the industry.