The Valhalla Group. The Intersection of Financial Planning and Education
Founded in 2011, The Valhalla Group is a financial planning company that focuses on transparency and clarity. Whether it's individuals, couples, families, or situations, we work hand in hand with our clients to find and implement the most logical investment strategies for their specific needs.
Committed Professionals
At Your Service
Our team is dedicated to educating clients about finances and giving them exceptional customer service. We aim to eliminate the confusion regarding retirement, wealth management, and social security planning so they can confidently protect their legacy.
Meet Our Advisors
Under the leadership and guidance of Jonmark Richardson, each member of our team is able to provide strategic financial solutions. Get to know them today.
Jonmark Richardson Senior Advisor CRD #4919603
Jonmark has been excited about this industry and helping people from day one, almost 15 years ago. His approach is direct as it is energetic, and he comes with a unique back story.
Scott W. Kunz
Junior Advisor CRD #7365464
IRS Enrolled Agent
As a former United States Marine, Scott has learned much about discipline and servant leadership. Scott loves the idea of teaching and bringing clarity to a subject that can use a little more of it.
Reach Out to Us Today
We would love to hear from you! Start your journey to securing your financial future by getting in touch with our advisors today.
