Ron conducts business with his personal clients in addition to prospecting, analyzing, and presenting on 401k retirement plan solutions and education strategies to business owners and key decision makers. When working with business owners, he offers the additional advantage of helping them to guide their employees towards personal financial goals, enhancing reach throughout the community. 

As a financial services professional, Craig takes great pleasure in finding appropriate solutions for clients’ specific needs. He is dedicated to carefully listening to clients in order to gain a thorough understanding of their financial goals, and match them with products that will meet their needs. Over time, he continues to work closely with clients to ensure they remain on the right path toward their financial goals.

610-295-5593 x2

Jake takes pride in acting as a stepping-stone for his clients, taking them from where they are to where they want to be. Jake’s focus for the last five years has been on providing wealth protections strategies for his clients. He prides himself on consistently educating himself on market trends and concepts.

All Valor Wealth Management advisors are supported by an admin staff. If you’re unable to reach your advisor don’t hesitate to get in touch with their assistants:


Jennifer Thompson – Operations Manager, New Business, Client Relationships, 610-295-5593 x5