Valorie L. Kalen
FPQP®

Director of Client Services
Member Owner

Val has been involved in the financial services industry since 1975. She is a Financial Paraplanner Qualified Professional^SM (FPQP®). Prior to joining Savant, she worked in the insurance field for 28 years. Val has completed several management training courses as well as a personal and business finance course as part of her continuing education.

Spending time with family is a high priority for Val. She and her husband enjoy weekends on Lake Koshkonong boating and relaxing, and they enjoy the company of their teen-aged grandson. Val plays pool in the winter and golfs in the summer. Favorite summertime activities are spending time by the water and being outdoors.

I enjoy working with our clients and focusing on building relationships, both personally and professionally. I like knowing that something I have done for someone made a difference to them, and I always strive to live by the motto: Be kind to everyone.