Valerie Thomas

Valerie Thomas has a wealth of experience in the financial industry, holding various senior positions in wealth management firms such as Marquette Wealth Management, Carlson Capital Management, CliftonLarsonAllen Wealth Advisors, LLC, and Marquette Asset Management. With a background in business administration, management, finance, and accounting, along with a graduate degree from Cannon Financial Institute, Valerie excels in providing fully integrated wealth management services for clients and their families. Valerie is known for their expertise in investment management, retirement modeling, estate planning, tax planning, and general financial planning, along with a strong focus on client care and relationship management.