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Years of Combined Risk Advisory Expertise
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About Valeris Risk Partners

Clarity in Complexity. Confidence in Coverage.

Valeris Risk Partners is a boutique risk advisory and insurance brokerage dedicated to protecting what matters most for elite businesses, founders, and high-net-worth leaders. We combine industry expertise with a client-first philosophy, delivering solutions that bring clarity to an increasingly complex risk landscape.  

Who We Are

Founded by Visionaries, Built for the Future of Risk
Risk today moves fast — so do we.
Valeris was built to challenge the traditional brokerage model by offering independence, agility, and sophisticated advisory services without the limitations of large, carrier-driven firms.
We are advisors, analysts, and strategists who believe risk management is more than buying insurance — it’s about foresight, protection, and partnership.
We empower leaders to make confident decisions backed by data, expertise, and unwavering support.

Our Mission

To deliver sophisticated, customized risk solutions that empower business leaders to protect what matters most.  

Our Vision

To be the trusted partner for elite organizations seeking clarity, confidence, and strategic protection in a world of evolving risk. 

Our Philosophy

Strategic Protection. Trusted Partnership.

We believe great risk management is proactive, not reactive. 

We navigate uncertainty on your behalf — turning risk into resilience and strategy into security.  

Independent & Client-First

We work for you — not the carriers. Our independence ensures every recommendation is unbiased and aligned with your goals. 

Tailored Expertise

Your business is unique — your risk strategy should be too. We provide industry-specific guidance and bespoke coverage solutions. 

Future-Ready Approach

Emerging threats evolve quickly. Our team anticipates tomorrow’s risks today.

Long-Term Partnership

More than brokers — we’re advisors invested in your success and long-term protection. 

What Sets Us Apart

Why Clients Choose Valeris

Our Expertise Team

Meet the People Behind Valeris

Our team brings decades of combined experience across commercial insurance, enterprise risk, cybersecurity, employee benefits, and specialty advisory. 

We are united by a shared purpose: delivering exceptional service, strategic guidance, and measurable impact for every client. 

Lisa Davis

Chief Accounting Officer

Jonathan Clark

Tax Consultant

Jennifer Lee

Chief Financial Officer

Your Trusted Partner in a Changing Risk Landscape

Whether you’re protecting assets, scaling operations, or navigating emerging threats, Valeris provides guidance rooted in expertise and built around you.