Domani Wealth Offices Closed September 11th                                                                    

All Domani Wealth offices will be closed on Wednesday, September 11, 2019 for team members to participate in our Domani Day of Giving. If you have an urgent matter and need immediate assistance on this day, please contact your advisor on their cell phone.

We appreciate your understanding.

Angela R. Gehman, CFA

Partner | Chief Investment Officer

Valerie MacLeod, CFP®, CPA/PFS
Manager of Tax and Financial Planning

As a member of the firm’s Wealth Advisory Group, Valerie works closely with individuals, their families, trusts, and charitable foundations to assist in various aspects of tax and financial planning.  Valerie is frequently a resource to internal team members for more complex tax research, transactions, and current tax updates.

Valerie previously worked for a global accounting firm in their private client group. This experience provided a solid foundation for her to understand complex tax-related matters and to develop customized wealth planning techniques that assist clients with their financial and tax planning needs.

She is always enthusiastic about sharing her tax knowledge with Domani team members and clients alike.

 

Professional Accreditations & Education 
  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Certified Public Accountant
  • Personal Financial Specialist
  • BS Business Administration, Northeastern University, Concentrations in Finance and Accounting

 

Professional Memberships 
  • Financial Planning Association
  • Financial Planning Association of Central PA
  • American Institute of Certified Public Accountants

CONTACT INFO

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