Valor Investments and Planning LLC

Jacob Millen is a financial advisor at Valor Investments and Planning LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at The Leaders Group Inc, Royal Alliance Associates, and MetLife Securities Inc. Outside of his advisory role, Millen serves as a part-time CFO for RMO Solutions LLC. Valor Investments and Planning LLC provides discretionary portfolio management, financial planning, retirement plan consulting, and business planning to individuals, pension plans, trusts, and corporations. The firm manages approximately $80.7 million in discretionary assets, typically constructing portfolios through third-party managers, mutual funds, ETFs, and individual securities aligned with client objectives and risk tolerance.

Thomas Blachek is an investment advisor at Valor Investments and Planning LLC with six years of industry experience. He holds a Series 66 designation and has worked at several firms including Albemarle Capital Management and Purshe Kaplan Sterling Investments. Blachek is also the Chief Investment Officer at Valor Capital Management LLC, where he focuses on building investment models and strategy execution. Valor Investments and Planning LLC provides discretionary portfolio management, financial planning, retirement plan consulting, and business planning to individuals, pension and profit-sharing plans, trusts, and corporations. The firm constructs portfolios using third-party managers, mutual funds, ETFs, and individual securities, with ongoing reviews and rebalancing aligned with client objectives and risk tolerance.

Thomas Rutherford is a financial advisor with Valor Investments and Planning LLC, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. He has worked at Albemarle since 2004 and joined Valor Investments and Planning in 2024. Valor Investments and Planning LLC provides discretionary portfolio management, financial planning, retirement plan consulting, and business planning to individuals, pension and profit-sharing plans, trusts, and corporations. The firm manages approximately $80.7 million in discretionary assets and constructs portfolios using third-party managers, mutual funds, ETFs, and individual securities, with ongoing reviews aligned to client objectives and risk tolerance.

Christopher Brindle is a financial advisor at Valor Investments and Planning LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Northwestern Mutual and Lumen Technologies, where he serves as an account manager in IT sales. Valor Investments and Planning LLC provides discretionary portfolio management, financial planning, retirement plan consulting, and business planning to individuals, pension and profit-sharing plans, trusts, and corporations. The firm manages approximately $80.7 million in discretionary assets and constructs portfolios using third-party managers, mutual funds, ETFs, and individual securities, with regular reviews and rebalancing aligned with client objectives.

Michael Snyder is a Series 66-licensed financial advisor with 24 years of industry experience. He is currently with Valor Investments and Planning LLC and has previously worked at Kestra Advisory Services, NFP Securities, and Purshe Kaplan Sterling Investments. In addition to his advisory role, he is involved in insurance sales and consulting through affiliated businesses. Valor Investments and Planning LLC provides discretionary portfolio management, financial planning, retirement plan consulting, and business planning services to individuals, pension and profit-sharing plans, trusts, and corporations. The firm typically allocates client portfolios among third-party managers, mutual funds, ETFs, and individual securities, with ongoing reviews aligned to client objectives and risk tolerance.

Alexander Gunbymerriman is a financial advisor at Valor Investments and Planning LLC with two years of industry experience. He holds a Series 65 designation and previously worked at New York Life Insurance Company. Valor Investments and Planning LLC provides discretionary portfolio management, financial planning, retirement plan consulting, and business planning to individuals, pension and profit-sharing plans, trusts, and corporations. The firm manages approximately $80.7 million in discretionary assets and constructs portfolios through third-party managers, mutual funds, ETFs, and individual securities, with ongoing reviews and rebalancing aligned to client objectives.