Valeo Financial Advisors LLC

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Valeo Financial Advisors, LLC 10 W Carmel Drive, Suite 400 Carmel, IN 46032 United States Valeo Financial Advisors is a fee-only advisory firm that is ranked as one of the largest financial advisory firms in the Midwest, and a Top 300 RIA Firm by the Financial Times. We focus on a client’s entire f... Read more


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John Wortman
Co-Founder & CEO
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Cfp® Andrew Tellitocci
Senior Director Of Technology
Jamie Vladuchick
Director Of Portfolio And Wealth Advisory
Julie Marvel
Executive Assistant
Teia Nidey
Training Manager
Amanda Harpenau
Client Service Relationship Manager
Amanda Miller
Executive Assistant
Kelley Roberts
Executive Assistant
Kelly Newman
Executive Operations Assistant
Mandisa Pawelczak
Executive Assistant
Tom Askey
Chief Investment Officer
Danielle Ambrose
Chief Growth Officer