How We Work
At Valley Wealth Management, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management analysis
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
Larry Mroczkowski
President
Larry Mroczkowski has over 15 years of experience in the securities industry. He is a former institutional risk manager having overseen more than one billion dollars in thousands of portfolios for portfolio managers, day traders, hedge...
Jenny Griesbach
Sales Assistant
Why Jenny enjoys working in the investments industry: I enjoy assisting in helping people move in the right direction towards their goals and dreams. My passion is getting to know our clients. Experience and Credentials: I started...
Amber Herheim
Sales Assistant
Why Amber enjoys working in the investments industry: I have always been a numbers person and enjoy working with others. This industry allows me to do both by assisting in helping others work towards their financial goals. Experience...