Welcome to Valley Wealth
Founders and principal advisors Jeff Burrow, CFP® and Jason Gordo, CRPS® hold multiple credentials, and have advanced training in the fields of retirement and financial planning. They began their careers at two different major Wall Street brokerage firms, but over time became disenchanted with the culture of the companies where they worked. Because the major brokerage houses were created through the traditions of salesmanship and not stewardship, Jeff and Jason were not able to fully implement their vision of growing and protecting their clients' wealth using the highest level of thinking. Valley Wealth, Inc. is their creation, and it embodies what they believe to be the most important aspects of a financial planning firm.
Bios
Jeffrey S. Burrow, CFP® |
Principal Advisor
Accredited Investment Fiduciary®
In addition to being the co-founder of Valley Wealth, Inc., Jeff is a CERTIFIED FINANCIAL PLANNERTM professional, a Chartered Retirement Planning Specialist , and an Accredited Investment Fiduciary®. Jeff focuses on wealth planning and asset management. His clientele consists of company retirement plans, business owners, affluent baby boomers, and non-profits.
After graduating with honors from U.C. Santa Barbara, he began his financial career with Morgan Stanley in the late 1990’s. He studied further earning credentials from The American College, The College for Financial Planning, and the Center for Fiduciary Studies. Jeff is a very active member of his community. He currently is on the board of directors for the Stanislaus County Estate Planning Council, as well as for the Planned Giving Committee of Emanuel Medical Center.
He has served as a director on several other non-profit boards, has participated as a Junior Achievement Business Volunteer at local Junior Highs and High Schools, and has been a member of Rotary International’s Group Study Exchange to New Zealand for district 5220. Having been born and raised in the Central Valley of California, Jeff is happy to live in the same community where he grew up. He and his wife Nicole keep busy raising their three children Bronson, Makayla, and Kendall.
Jason M. Gordo, CRPS® |
Principal Advisor
Jason Gordo, CRPS® AIF®
Accredited Investment Fiduciary®
In addition to being the co-founder of Valley Wealth, Inc., Jason Gordo is a Chartered Retirement Plan SpecialistSM and Accredited Investment Fiduciary® and his responsibilities consist of providing professional money management consulting solutions to retirement plans, institutions, and foundations. Jason’s clientele are small to mid-size businesses, charitable foundations, wealthy families, and local professionals.
He attended Davis High School, Modesto Junior College, The University of Phoenix, and Stanislaus State University. He holds a Bachelors Degree in Business Management. Jason is proud to be a very active member of his community. Currently he is a member of Modesto Rotary, Toastmasters International, a board member with Howard Training Center, and a Junior Achievement Business Volunteer at local High Schools and Junior Highs. In the past he devoted much time, as the Fundraising Chairman, to Camp Taylor. Camp Taylor is a non-profit organization benefiting children with heart disease, where their slogan is, “Kids Meet…Scars Blend…Wonders Happen.”
Jason was born and raised in Modesto. He makes his home with his wife, Tracy, and their three young daughters Emily, Lily, and Grace.
A. Allen Buckley |
Wealth Advisor
Allen is a Wealth Advisor who brings six years of wealth management experience to Valley Wealth, Inc. He is co-founder of Teachers Retirement Services, which handles non-profit retirement accounts for educators. In 2009 Teachers Retirement Services was looking to offer more services to their growing list of clients and decided to align themselves with Valley Wealth, Inc. in order to provide more complex financial solutions. Allen provides professional wealth advisory and planning services for individuals, wealthy families as well as 401(k) plans for small to mid-size businesses.
Allen attended Oakdale High School, Orange Coast College, and Stanislaus State University. He holds a Bachelor of Arts degree in Social Science with an emphasis in Economics, Political Science, and History. Allen takes an active role in his community. He currently participates with youth ministries at Calvary Chapel, Modesto. He also holds membership with Toastmasters International.
Allen was raised in Oakdale. He makes his home with his wife, Crystal and their two young daughters, Ella and Ava.
Dezaree Seeds |
Client Services
Dezaree began her career at Valley Wealth, Inc. as an intern and has worked her way up to a full time position. She is dedicated to providing each client with the services needed to provide the most comfortable journey toward achieving financial goals. Her operations expertise is essential in the daily management of Valley Wealth.
Dezaree was born and raised in Modesto. She attended Beyer High School, Modesto Junior College, and California State University Stanislaus. She holds a Master of Business Administration degree.
She enjoys spending the majority of her free time outdoors, camping or on the lake with her family, friends, and two dogs.
Gary Watts |
Wealth Advisor
Gary grew up on a ranch outside of Modesto. He graduated from Beyer High School, and attended Modesto Junior College before transferring to Sacramento State where he earned his Bachelor’s degree in Criminal Justice. Gary completed coursework in Business Administration at Colorado State University and has earned his Master’s Degree from Long Beach State in Emergency Services Administration. Criminal
Gary had worked as a Police Officer since 1985, and retired as a Police Lieutenant in 2011. During his tenure at the Police Department, Gary worked in all aspects of police work, including investigations, Police Academy instructor, and Street Crimes Unit commander, and commander of an FBI gang task force. Before his retirement, he was the commander to the department’s Critical Response Unit, which combines the SWAT and Negotiations teams. He was a founding member and commander of the department’s Underwater Recovery Team.
Gary served in the California Army National Guard for 14 years where he flew Cobra and Huey helicopters as a Chief Warrant Officer. Gary is a member of the American Association of Individual Investors (AAII), the Risk and Insurance Management Society (RIMS), Modesto Rotary Club, Toastmasters International, and is the past-President of the Modesto Junior College Foundation.
For fun, Gary enjoys camping, scuba diving, golf, and rock climbing. Gary lives in Modesto with his wife, Ednalyn, and their two sons, Reeve and Gage.
Mark R. Sconyers, A.P.A. |
Director of Retirement Plans
Mark brings thirty-four years of retirement plan experience to Valley Wealth, Inc. He is certified as an Accredited Pension Administrator through the National Institute of Pension Administrators. After graduating from Whitman College in Walla Walla, Washington with a degree in Economics he began his retirement plan career in the Trust Department at California First Bank. After working with a retirement plan consulting actuarial firm in La Jolla he returned to Modesto in 1982 to establish the trust department at Modesto Banking Company. In 1989 Mark launched his own retirement plan and administration firm, Mark R. Sconyers & Associates, Inc. He expanded his practice in 2007 to include money management consulting services for plan sponsors and their participants. This broad range of experience provides him with a unique perspective when working with retirement plan sponsors and participants. Since 1982 Mark has served as a board member for several non-profit organizations. He has been a member of the Modesto Rotary Club since 1984. He and his wife, Rosalie, have three children and one grandson.
Audrey Baker, CLU, ChFC, CASL |
Wealth Advisor
Focusing on risk assessment and planning, Audrey is a Wealth Advisor who helps her clients plan for their future financial security. Audrey's clientele consists of business owners, local professionals, and high income families.
Audrey attended the University of the Pacific where she earned a Bachelor of Science degree in Business and a Bachelor of Arts degree in Spanish. While working in the corporate environment in the Bay Area, she completed her MBA at Santa Clara University. After becoming a Financial Advisor, she furthered her studies through The American College and earned the industry designations of Chartered Life Underwriter, Chartered Financial Consultant, and Chartered Advisor for Senior Living.
Audrey serves on the Board of Directors for both the Modesto Symphony Orchestra and the Central Valley Professional Exchange. In her spare time, she enjoys singing and playing the piano and guitar, currently sings with the Modesto Symphony Orchestra chorus, and has been a cast member of Modesto Performing Arts productions in years past. Audrey and her husband Nick, both Modesto natives, have one daughter, Paige.
Our Mission
Valley Wealth, Inc. is an independent wealth advisory and financial services firm created to provide traditional and alternative asset management to affluent families and select institutional investors. Valley Wealth, Inc. helps you achieve financial success while being free from the numerous conflicts of interest inherent to larger organizations. The quality, integrity and independence of our advice, combined with our unwavering commitment to client service, sets us apart in a crowded field.
Our Values
Our principles are formed from those that have been set by the Certified Financial Planning Board of Standards. These include:
- Integrity
- Objectivity
- Competence
- Fairness
- Confidentiality
- Professionalism
- Diligence
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