Valerie Pate
6017141668
About Valerie
Valerie is the Bookkeeper with Rivertree Financial Planning.
Valerie, originally from Brandon, graduated from Mississippi State University in 2009 with a Bachelor’s degree in Business Administration. After college, she worked mainly in accounting for local non-profit organizations.
Valerie joined the Rivertree team in October 2017 as our Advisor’s Assistant. She served for several years as our Office Manager, and in 2024 Valerie transitioned to the role of Bookkeeper in order to spend more time with her family.
Valerie and her husband Nick, live in Brandon with their children, Ava, Elleanor and Austin. They attend Meadow Grove Baptist Church where they are involved in the youth and young adult ministries.