I've had the pleasure of working with Valerie over several years and her commitment is unique and special. Valerie has an exceptional talent at servicing and supporting both advisors and plan sponsors. She's exceptional at converting qualified plan jargon into laymen terms and helping our clients adopt and execute qualified plans. Most importantly, our clients appreciate our collective work.
To illustrate one such example, a new client of ours had to make some challenging decisions for their organization. They had to make decisions on groups to meet plan testing, vesting schedules and matching schedules. Valerie did a fantastic job helping Jeff Myers the president, walk through this process to meet his objectives.
Most recently, she helped me close out a large Defined Benefit plan for an existing client. Valerie displayed great patience with me as I continuously asked for various design options. This case required many options before we settled on something that the three partners were collectively happy with. Additionally, this work was endorsed by the client's CPA with great appreciation for our efforts.
With my existing clients, Valerie maintains a proactive approach to servicing-she's excellent at building personal relationships. She is diligent at retrieving required information and documents from our clients. Her work product is extremely valuable to our business. Valerie is a great extension of our team and we are extremely grateful to have her working with our clients.