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get your free risk number

Let’s make your money work for you.

Determining your risk number helps us find out if your investments align with your needs, goals and expectations.

(You’ll also receive updates from me.)

Invest smarter. Retire with options. Reclaim your time.

Welcome! I’m Valerie, co-founder of Grinkmeyer Leonard Financial and an experienced financial advisor that understands you. I offer investment management and financial planning and would love to help support your financial goals.
Learn more about me.

proud co-founder of
GML

Investment Management

I love helping busy, brilliant people like you
manage your money with confidence.

Retirement Planning

My view of retirement is your view of retirement. When you retire, let’s make sure you have *options* to do what you want.

Insurance

Do you have the right policies in place? I'm happy to help you find insurance solutions to protect your loved ones.

Invest with Confidence

Sink into stories about some of my favorite people I’ve worked with.

Client Story:

Chris had accumulated cash and investment assets yet he wanted to do more to save intentionally for retirement, fund other short-term goals, and minimize his income tax liability. He had an idea what he should be doing but, again, he didn’t have the time to strategically plan for the future.

Client Story:

Jim and his wife, Kate, had money to invest but didn’t have the time to do the research, build an investment portfolio, or monitor changing market conditions.

as seen in

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get your free risk number

Let’s make your money work for you.

Determining your risk number helps us find out if your investments align with your needs, goals and expectations.

(You’ll also receive updates from me.)
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