Legal   |   ADV   |   Privacy   |   CRS


Valeria Chacon


Client Service Specialist

As a Client Service Associate, Valeria uses her expertise in servicing clients and supporting the wealth advising team. Valeria earned her Communication degree from the University of Colorado in Denver. While working on her degree, she began her financial service industry background as an intern at a local bank. 

“I value working on a dedicated team that cares about clients on a professional and personal level. It is motivating to find the most efficient ways to support the wealth advising team and clients.”

Valeria has been an active volunteer in her community serving on various projects, ranging from supporting families at risk of displacement to upkeeping one of Denver’s historic buildings.  

 In her spare time Valeria enjoys exploring Colorado, cooking, and spending time with family and friends.