From left to right: Aaron Schaben (President, Carson Group), Ted Swenson (Co-Founder, CFP®, AAMS, Valorem Financial), Renee Boulger (Director of Operations, Valorem Financial), Kim Gieseler (Co-Founder, CFP®, RICP®, Valorem Financial), Ron Carson (Founder and CEO, CFP®, ChFC®, Carson Group), Alexa Brascetta (Wealth Advisor, Valorem Financial), Teri Shepherd (President, Carson Group), Scott Conroy (Managing Partner of Wealth Solutions, Carson Group), Jamie Hopkins (ESQ, MBA, CFP®, LLM, CLU®, ChFC®, RICP®, Carson Group)
Supporting the local community is one of Valorem Financial’s core values and the Arvada-based firm was awarded Carson Partners’ inaugural Impact Award for making a difference in the lives of its clients, team and community!
The Carson Impact Award is awarded to partner offices and/or stakeholders based on the holistic impact made in their community through philanthropy and volunteerism. Receiving the Carson Impact award does not ensure that a client or prospective client will experience a higher level of performance or results, nor a guarantee of future investment success.
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kim@valoremfinancial.com | Call 303.393.2456 or text 720.403.2724
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity.
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