Valeria began her insurance and financial career working for a Fortune 500 company for many years as the State Coordinator Office Operations Manager. She was responsible for the overall success and strategic direction of the office at the state level where she achieved an incredible amount of knowledge and expertise. Through those years of dedicated service, Valeria was able to bring to Capital Advisory Group & Tax Planners of Lake Norman and Capital Investment Advisors a polished package of impeccable detail, professionalism, and patience. Valeria has a wealth of experience in leading complex organizations that have high expectations and challenging goals. She understands the power of collaboration and the importance of quality in order to succeed.
As COO Valeria is committed to providing exemplary customer service and is responsible for the overall business operations of the company to ensure your experience with Capital Advisory Group & Tax Planners of Lake Norman is unparalleled. She works with her colleagues and strategic partnerships to develop a forward direction strategy for Capital Advisory Group & Tax Planners of Lake Norman, with a goal of providing growth opportunities while progressively integrating internal efficiency for greater effectiveness.
In addition to Valeria’s role as COO, she monitors and oversees all administration responsibilities of the securities accounts and is the AML Officer of Capital Investment Advisors, Inc., a North Carolina Registered Investment Advisory Firm. She is responsible for growth , operations, and direct collaboration with the Investment Advisors.
On a personal note, Valeria was born in Shreveport, Louisiana, and now resides in Concord, North Carolina with her loving husband Rick and their four children. She is a member of the Lake Norman Chamber of Commerce, Better Business Bureau and Business Leaders of Charlotte. Valeria participates in community events and is involved in her local church and in the Make Your Mark Charity. In her spare time, Valeria enjoys spending time outdoors with her family.