Valeri Bishop, AIF®
Senior Wealth Advisor
Valeri is a Senior Wealth Advisor with Wellspring Wealth. With over twenty plus years of experience in the financial industry, Valeri is recognized as a distinguished leader in the financial services industry. Prior to joining Wellspring Wealth, she worked in a management, business development role for over two decades with Charles Schwab and Co and E*Trade Financial. Forging deep relationships and having a strong sense of accountability to building clients’ financial dreams are two of the cornerstone principles on which Valeri’s professional philosophy is built. She is also an outspoken advocate of equality in investment education, having a passion around enhancing women investors to become more financially independent.
Community service and development are vitally important to Valeri. As a member of the Board of Directors for the YMCA Forsyth County, she contributes substantially to her community by: helping under privileged children become involved in the community and attend summer camps; developing and maintaining an environment where children can take the first small, yet crucial, steps to achieving their dreams; fostering a community of family caring and giving.
Valeri grew up in the small western town of Douglas, Wyoming and attended Casper College where she majored in Business Administration. In her personal time Valeri enjoys hiking, and the beauty of the North Georgia Mountains at her vacation home on the river. Family time is spent with her husband, two adult children and three dogs.
Getting to Know Valeri
Favorite food: Lasagna
Favorite Quote: “To have an extraordinary quality of life you need two skills: the science of achievement and the art of fulfillment”
Best piece of financial advice: Patience and a solid financial plan will always weather the storm
Favorite holiday: Thanksgiving
Favorite movie: Miracle on 42nd street
If Valeri could meet anyone, past or present, it would be: Barbara Bush
Something on Valeri’s bucket list: Italy’s Wine Country
Favorite Authors: Terry Hayes, James Patterson
Most impactful book read: Business is Combat
What motivates Valeri: The joy of helping people financially and personally
Favorite place: Glacier National Park
Most proud of: Raised in Wyoming on a ranch and learning the values of strength and a hard work ethic modeled by my father.