Valeria Chacon
FPQP™
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.
4435 Main Street,
Suite 650
Kansas City, MO 64111
816.753.5100
650 S. Cherry Street,
Suite 630
Glendale, CO 80246
720.476.7927
10375 Park Meadows Drive,
Suite 500
Lone Tree, CO 80124
303.770.0154
10250 Regency Circle,
Suite 100
Omaha, NE 68114
402.492.2727
1401 S. Brentwood Boulevard,
Suite 925
St. Louis, MO 63144
314.762.6800
1625 N. Waterfront Parkway,
Suite 150
Wichita, KS 67206
316.689.8333
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