A complete list of active advisors currently associated with Valeo Financial Advisors, LLC

Warmer can help you find a great advisor at Valeo Financial Advisors, LLC or one who fits your needs even better.

Valeo Financial Advisors is a multi‑team SEC‑registered adviser managing about $12.96 billion with 108 advisors and roughly 3,021 clients. The firm provides comprehensive financial planning and individualized portfolio management for both retail (including high‑net‑worth) and institutional clients, and also offers an Essentials model for clients who prefer a more streamlined service. The firm’s investment process emphasizes firm‑level strategic asset allocation with tactical asset‑class adjustments, reliance on third‑party research (for example, Evaluation Group, Fidelity and Morningstar), and the use of independent managers and model portfolios; Valeo treats cash as an asset class and may employ covered‑call strategies where suitable. Valeo does not generally recommend direct cryptocurrency investments, conducts due diligence and ongoing monitoring of third‑party managers and private funds, and uses AI tools under an internal policy as a supplement to advisor judgment. What is noteworthy relative to many multi‑team peers is Valeo’s role as an adviser to private investment funds and its provision of portfolio management for pooled vehicles, including reporting that can reflect sponsor‑provided valuations and K‑1 distributions — services that only a minority of comparable firms provide. The firm also discloses affiliate arrangements (including an affiliate that provides due diligence and investor‑relations services to private fund sponsors) and related conflicts of interest, and it occasionally provides pro‑bono planning for nonprofit clients.

To learn more about the advisors currently working at Valeo Financial Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse Valeo Financial Advisors, LLC's office locations.

Name	Location	Years of experience
Audra Ames	Carmel, IN	6
Emeliano Ameye	Carmel, IN	6
Hal Armstrong V	Carmel, IN	0
Sarah Arthur	Carmel, IN	13
Daniela Aviles	Carmel, IN	5
Geoff Beck	Carmel, IN	7
Joshua Bowers	Richmond, VA	2
James Brashaber	Carmel, IN	7
Dylan Brooks	Carmel, IN	7
Andrew Brown	Carmel, IN	14
John Brown	Carmel, IN	6
Lauren Brown	Carmel, IN	12
Melissa Buchert	Carmel, IN	12
Clay Campbell	Carmel, IN	0
Sarah Cazares	Carmel, IN	0
Garrett Chmiola	Carmel, IN	7
Ted Christofolis	Carmel, IN	26
Regan Clark	Carmel, IN	5
Paul Deal	Richmond, VA	18
Chintan Desai	Columbus, OH	11
Robert Edwards	Carmel, IN	22
Kyle Erb	Carmel, IN	16
Grace Evans	Carmel, IN	0
Phillip Evans	Estero, FL	24
Lindsey Fairchild	Carmel, IN	8
Shelby Ferstl	Lake Elmo, MN	7
Virginia Fix	Richmond, VA	1
Nicholas Fohrer	Carmel, IN	11
Joshua Frazier	Carmel, IN	25
Nick Frey	Carmel, IN	2
David Gilliland	Carmel, IN	9
Cody Gutwein	Carmel, IN	2
Ali Hakim	Carmel, IN	2
John Hardman	Carmel, IN	4
Cassidy Hardy	Carmel, IN	0
Katherine Harper	Carmel, IN	13
David Hecht	South Haven, MI	23
Noah Heim	Carmel, IN	3
Tyler Hockett	Carmel, IN	9
Daniel Houchens	Carmel, IN	16
James Hughes	Carmel, IN	21
Johnny Jager	Carmel, IN	2
Matthew Jarvis	Carmel, IN	17
Greg Jordan	Carmel, IN	14
Luke Keller	Carmel, IN	1
Matthew Keller	Carmel, IN	4
Nathan Kilpatrick	Carmel, IN	3
William Kinder	Carmel, IN	8
Jacob Kleimola	Denver, CO	4
Evan La Brecque	Carmel, IN	1
Luke Lambeck	Carmel, IN	0
Heath Lange	Carmel, IN	5
Charlotte Lippert	Carmel, IN	21
William Logan	Carmel, IN	8
Hayden Ludwig	Carmel, IN	6
Logan Mears	Carmel, IN	5
Kristine Merta	Naples, FL	12
Easton Meyer	Carmel, IN	2
Zachary Meyer	Carmel, IN	7
Andrew Michael	Carmel, IN	1
Phillip Mickel	Carmel, IN	23
Blake Montgomery	Carmel, IN	4
Benjamin Mossoney	Carmel, IN	5
Aidan Newsom	Carmel, IN	1
Charles Ney	Carmel, IN	4
Trey Nobbe	Carmel, IN	1
Zachary O'connor	Carmel, IN	2
Davis Odom	Carmel, IN	2
Fernando Ortiz	Centennial, CO	19
Justin Padgett	Carmel, IN	20
David Page	Carmel, IN	11
Charles Penola	Carmel, IN	6
Michael Phillips	Carmel, IN	10
Brett Ploss	Carmel, IN	0
Ashton Pocta	Richmond, VA	4
Matthew Presley	Carmel, IN	10
Ryan Price	Carmel, IN	4
Chad Reed	Carmel, IN	19
Colton Romine	Carmel, IN	3
Brian Rosswurm	Carmel, IN	12
Peter Joseph Royeca	Carmel, IN	0
Kristen Rueth Allen	Carmel, IN	15
Paige Sanfelippo	Carmel, IN	3
James Scheri	Carmel, IN	1
Richard Seaver	Carmel, IN	21
Christopher Siegl	Carmel, IN	18
Jacob Smith	Carmel, IN	3
Katie Smith	Carmel, IN	10
Brian Spead	Littleton, CO	19
Erich Stout	Carmel, IN	13
Andrew Tellitocci	Carmel, IN	8
Madison Theile	Carmel, IN	3
John Trott	Carmel, IN	24
Robert Tuckfield	Carmel, IN	3
Katelyn Turcheck	Carmel, IN	7
Jacob Valdick	Carmel, IN	3
Danielle Van Buren	Chicago, IL	4
Jamie Vladuchick	Carmel, IN	11
Philip Wallin	Carmel, IN	13
Nicholas Weyhmueller	Carmel, IN	0
Brent Williams	Carmel, IN	7
Matthew Williams	Richmond, VA	14
Shaun Williams	Carmel, IN	6
Laura Wilson	Carmel, IN	5
Jacob Woodward	Carmel, IN	5
John Wortman	Carmel, IN	24
Kara Wright	Carmel, IN	9
Jacob Zeiher	Carmel, IN	6

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