Valerie Thomas is a Managing Director and the Chief Client Experience Officer of Marquette Wealth Management, a high-touch wealth management firm with integrated investment and financial planning services. An original founding member and part of the firm’s management team, she is responsible for a variety of strategic firm initiatives, with a primary focus on optimizing the client experience by customizing investment and planning strategies.
A CTFA and Trust School graduate of Cannon Financial Institute in Athens, Georgia, she also holds a B.S. from the University of Northwestern in St. Paul.
Valerie is based in Minnesota and enjoys travel, SCUBA diving, sports and spending time with her family.
Website: marquettewm.com | LinkedIn: www.linkedin.com/in/valeriethomasruth
