Valerie Barrera-Moreno

Valerie is an experienced Client Service Administrator who was a been a vital part of Zachary & 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. With a background in life insurance, project management, and a Bachelor's degree in Finance and Marketing, Valerie brings a unique blend of organizational expertise and client-focused skills to the role. Known for exceptional communication, attention to detail, and problem-solving abilities, Valerie ensures seamless office operations and client satisfaction. Outside of work, she enjoys staying active and playing beach volleyball, maintaining a balanced and energetic lifestyle.