Valerie Pate


About Valerie

Valerie is the Office Manager 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 of 2017 as our Advisor’s Assistant. Since then, she has transitioned into Office Manager. She continues to provide advisor support while also helping to ensure the office is run efficiently.

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. 

How can we help?

We look forward to helping you accomplish your financial goals.