Valerie Havican

As the newest member of the team (and the family), Valerie works alongside David and the team to bring a seamless experience for clients. She is currently enrolled in CERTIFIED FINANCIAL PLANNER coursework and is working towards becoming a financial advisor. She brings her experience in accounting, human resources, insurance and employee benefits to the team.

Valerie and her husband Cooper live in Wilbraham, MA with their dog, Gizmo.

When she’s not in the office, Valerie enjoys reading, baking, and traveling.

Education

⦁ University of New Hampshire - Bachelor of Business Administration