Our Mission & Values

Levi's Story:

Years ago, at Levi's last “real job” he was fired from an Auto Auction because he was told he was “too honest” for that line of work. For those of you who have gotten to know him, being honest and telling you like it is doesn’t surprise you. As Levi's Grandfather always says, “Being stubborn is a virtue, it’s only a character flaw is you’re proven wrong.” He has always strived to do the right thing, even when no one is watching. 

Valiant Wealth Management:

We chose the name Valiant because despite having very different life backgrounds the character traits we share are discipline, embracing hard work, and integrity. That’s not to say we don’t make mistakes, but at our core, our aim is, and has always been put Jesus first, others second, yourself third and the rest will take care of itself.

At our firm, we have the client—and only the client—in mind. Our clients can count on us to put their interests first. We do the right thing even when no one is looking. Always.

Our cornerstone is: Faith, Family, Financial Planning, Fitness, and Fun!

1. Faith: We follow our faith by having J.O.Y.; Jesus, others, and yourself
2. Family: Spend time with, treasure and love them. At the end no one ever complains about not working enough.
3. Financial Planning: You "plan" to go on vacation. Retirement is a really, really long vacation. Have a plan.
4. Fitness: Use it or lose it. Otherwise you'll spend your wealth chasing your health.
5. Fun: Do something everyday that makes you laugh and enjoy life.

Our mission is to get to know and understand your needs, wants, and long-term goals. We will help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

Having families ourselves, with children ranging from toddlers to college students, we understand the challenges families face today.

From managing debt to saving for college to retirement, these personal finance challenges can be daunting. Our commitment is to utilize all of our resources to help you pursue your goals.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.