I believe my desire to help people and the drive to be an involved member in my community is why I became a financial advisor. Serving as a partner to my clients each day is my ultimate duty as a financial advisor. Through partnership, my clients and I are able to form relationships that are transparent and allow for open and honest conversations that are specific to their needs. I truly care about what's important to you and your family and by doing so, I am able to use an established process to create tailored solutions for families and local business owners. My obligation to you is the culmination of my belief in the importance of preparing for your financial future, the motivation to help those in my community and surrounding areas and, ultimately, to be able to serve as a working force behind my clients' ability to achieve their financial goals.

Money is a tool to help us live lives that reflect our deepest values and beliefs as well as our goals and priorities. Life is about adventures, trust and finding the right people. It is my goal to be your trusted financial advisor to help you achieve your goals and live life to your fullest potential.

Valerie May Steckler
[email protected]
(361) 465-4762

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Portfolio Reviews
  • College Savings
  • Entrepreneurs & Business Owners

My Personal Interests

  • Spending Time with Family
  • Golfing
  • Pets
  • Music

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 03:30PM
Sat Closed
Sun Closed

Branch Team

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