Meet the Team

You are Unique

Our team is ready to serve you.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through the complex financial-services world. We invite you to discover and experience the power of our team. We believe our team approach has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

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Edward C. Smith, CFP®  MBA
President and Founder
Full Bio

With over 22 years of experience working with individuals and families, Ed is dedicated to fostering personal relationships with the clients that entrust him with their family's financial planning. Learn more of Ed's motivations and expertise in his full bio.

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Amanda Lique
Director of Operations
Full Bio

Through 21 years working with clients in financial services, Amanda has learned how to put the needs of others first. Learn more about her passion and exceptional customer

service skills in her full bio. 

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William Thompson, CFP®
Financial Planner
Full Bio

William entered the financial services industry a decade ago to have a positive, life-changing effect on others as well as provide knowledge and insight to those who are underserved in financial services. Learn more of his desire to serve in his full bio. 

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Everett
Comfort Manager
Full Bio

An 8-year-old Weimaraner, Everett is Valor’s expert in all things leisure. He enjoys long runs, as long as they’re accompanied with frequent naps. Everett is also eager to meet and play with kids and other dogs. Learn more about Everett in his full bio.

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Would You Like to Hear from Everett?

We send out fun monthly emails from Everett's perspective. Our Comfort Manager likes to keep you educated with timely insights and comical photos to put a smile on your face.

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Join our mailing list to receive a little humor.

YES, Let Me Join the FUN