Careers at Valeo

Our futures are highly correlated.



At Valeo, we have developed an approach to comprehensive financial planning that encourages individuals to work as a team and utilize their strengths to build their path to success.  We recognize that unique perspectives and experiences are critical to optimize the impact we have on our client’s financial life and to maintain our competitive advantage. 

We aim to hire and develop a diverse group of talented individuals who possess an entrepreneurial spirit so that we can learn from each other, innovate, and challenge the status quo.   

A career at Valeo provides:

  • The satisfaction of making a positive impact on our clients’ lives without ever selling a financial product. 
  • The camaraderie of working for a common goal with your peers to change an industry away from product sales to comprehensive, objective advice. 
  • The energy of a continuous improvement culture with consistent mentorship and guidance. 

We are pleased to offer our employees a variety of benefits and training programs. 

  • Health & Retirement

    We offer traditional coverage in addition t0 flex spending, 401(k), death and disability benefits, and the opportunity to continue earning income in retirement from the practice you build.

  • Nontraditional

    Unlimited vacation, stand-up desks, dual-monitors, complimentary snack bar, on-site dry-cleaning & shoe shine services for all Valeo team members.

  • Training & Development

    Our Advisor Development program is for both young and experienced advisors. The programs set a clear path for establishing and continuously improving their careers. We believe if we can develop your expertise and lend you our credibility while you establish your own, you will be far more successful in establishing your clientele than if you attempted to do so on your own.

  • Save, Give, Grow

    We care about our employees, community and business. With our “Save, Give, Grow” program, employees are incentivized and encouraged to save for their family’s future, give back to our communities and invest in the growth of their business. We believe that by offering programs that promote the greater good of those around us, it encourages financial independence, thoughtfulness, and meaningful relationships.

Meet our Team
Valeo Careers

Valeo was founded in 2003 to change the financial advising industry. Rather than product sales, we focus on advising the client in key financial areas of their life, such as tax planning, cash flow, debt management, investment allocations, and estate planning. Click below to meet our team and learn more about our advisors and staff.

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Valeo is an Equal Opportunity Employer. Valeo does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment is decided on the basis of qualifications, merit, and business need.

  • Mason Hughes

    Our collaborative approach to helping our clients. Our clients gain access to our entire team's knowledge base with how we share ideas and answers to questions on a daily basis.

    Mason Hughes
  • Katie Smith

    I enjoy working in an environment where advisor development is a priority. Immediate exposure and experience in client meetings, natural mentorship, and a transparent career path accelerates the growth for advisors of all ages.

    Katie Smith
  • Justin M. Padgett

    I enjoy the environment of continuous improvement where the client always wins. It's exciting working with a group of long-term thinkers to change a broken industry.

    Justin M. Padgett
  • Audra Ames

    I began my career at Valeo as an Intern in January 2018, and I was drawn to the company for a variety of reasons: collaborative work environment, clear career progression/timeline, and passion to change the finance industry. Our internship program provided me the opportunities to work on projects that directly impacted our clients, participate in a client meeting, and gain valuable industry experience towards acquiring my CERTIFIED FINANCIAL PLANNER™ certification. It was clear from the start that our employees care about the service each client receives, along with teaching our interns and younger advisors the necessary skills to succeed and improve every day. My internship at Valeo was invaluable to my career.

    Audra Ames
  • John T. Wortman

    I enjoy helping develop young, talented, caring advisors who start from scratch and end up with careers that exceed what more experienced advisors, at other firms would have to do the old way. I also enjoy what the compensation system does to force us to think what is best for the client and that my family benefits from what we are building if we do it well together vs alone.

    John T. Wortman
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