Meet the Team
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through the complex financial-services world. We invite you to discover and experience the power of our team. We believe our team approach has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
Edward C. Smith, CFP® MBA
President and Founder
With over 24 years of experience working with individuals and families, Ed is dedicated to fostering personal relationships with the clients that entrust him with their family's financial planning. Learn more of Ed's motivations and expertise in his full bio.
Amanda Lique
Director of Operations
and Partner
Through 21 years working with clients in financial services, Amanda has learned how to put the needs of others first. Learn more about her passion and exceptional customer
service skills in her full bio.
Zubin Kapur, MBA
Financial Planner
As a person who is passionate about budgeting and financial planning, Zubin knows that having a robust financial plan is just the first step in the journey toward meeting your financial priorities. An avid planner he recognizes that there is never a well-defined path to one’s goals and thrives on the challenge of solving the bumps along the road. Learn more about Zubin and his definition of wealth in his full bio.
Everett
Comfort Manager
A 9-year-old Weimaraner, Everett is Valor’s expert in all things leisure. He enjoys long runs, as long as they’re accompanied with frequent naps. Everett is also eager to meet and play with kids and other dogs. Learn more about Everett in his full bio.
