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John W. Sleeting

Managing Partner – Family Office Services

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Karie M. OConnor,
CIMA®, CPFA®, AIFA®, QKA®

Director – Institutional Advisory Services

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Jeffrey P. DeHaan, CFP®

Managing Partner – Private Wealth Management

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Valerie N. Hogan, JD, CFP®

Wealth Advisor – Family Office Practice

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“Unleashing the potential of purposeful giving empowers individuals and families to maximize their philanthropic impact and create a legacy that truly embodies their aspirational values.”

Valerie N. Hogan, JD, CFP®

Focus Clients

Wealth Creators (Gen 1,2, 3 and beyond): Business Owners / Physicians / Professionals / C-Suite Executives
Wealth in Transition: Retirement & Seniors / Widows & Widowers / Inheritors
Wealth in Place: Multi-generational Families / Family Owned Entities

Specializing In

Coordinated Strategy for Family Office including : Investments, Estate and Legacy, Charitable, Risk, Structures, and Tax
Entrepreneurial Planning & Execution
Estate, Investment, Tax, and Philanthropic Goal Integration
Intergenerational Wealth Strategy and Management

Professional Biography

Valerie N. Hogan JD, CFP® serves as a Wealth Advisor in the Family Office Practice of Clearwater Capital Partners, serving Ultra High Net Worth individuals and families.

Prior to joining Clearwater Capital Partners, Valerie held positions at the National Christian Foundation-Chicago, as a Relationship Manager and later as a co-Managing Partner. Valerie co-founded and serves on the Board for Orchard Ministry Development where she provided strategic guidance to donors on non-cash and legacy gifts.

Academic Studies

Concord Law School of Purdue University, Juris Doctor
Liberty University, Bachelor of Science – Biology and Chemistry Minor
Columbia University, Venture Capital/Private Equity Senior Executive program

CERTIFIED FINANCIAL PLANNER™ (CFP ®)
Financial Analysis and Valuation
VC Due Diligence
Leveraged Buyouts
Mergers and Acquisitions

Licensed Attorney – State Bar of California
Registered Patent Attorney – Unites States Patent and Trademark Office

Recognitions

Culver Academies – Board Trustee – Culver Educational Foundation Service Award (2014)
Concord Law School
With Honors
Best Oral Argument – Class of 2008
Distinguished Brief – Class of 2008
Service Award

Orchard Ministry Development – Board Member
Christian Legal Society – Member
Generation Distinct – Advisory Board Member,
Mentor National Christian Foundation – Former Team Member
District 10 – Former Elected Board President
Culver Academies, Culver Education Foundation – Former Board Member
Lake Park Educational Foundation – Former Board Member
Budget Benevolence Counseling – Former Crown Financial Ministries Counselor
Financial Peace University – Former Class and Program Facilitator

Media

Explore the industry spotlight features with Valerie N. Hogan, JD, CFP®.

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NCF Chicago

Entrusted

Supported and hosted by Valerie Hogan, Entrusted was an experiential evening tailored for women designed to provide connections, inspiration, resources, and encouragement.

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Fireside Chat Gatherings

Fireside Chats: Empowering Women with Financial Wisdom

Fireside Chats are intimate, engaging gatherings designed to empower women with knowledge and confidence to navigate key financial topics. These discussions cover essential areas such as retirement planning, managing finances, strategic philanthropy, family meetings, legacy creation, preparing for a liquidity event, and navigating life transitions like the loss of a spouse.

Hosted in a relaxed setting, each Fireside Chat features expert insights, practical advice, and open conversations, creating a supportive environment where women can gain clarity, take control of their financial futures, and make informed decisions that align with their goals and values.

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