Valerie Barrera-Moreno is an experienced Senior Client Service Administrator and has been a vital part of Zachary and Daniel’s team for many years. She supported them at Edward Jones as a Branch Office Administrator before transitioning with the team to Fortitude Wealth Management.

Valerie brings a unique blend of organizational expertise and client-first service to her role. Known for clear communication and proactive problem-solving, she helps ensure day-to-day operations run smoothly while keeping the client experience front and center.

Her energy and attention to detail are core to the Fortitude experience, helping the team maintain a consistent, professional environment for every client relationship.