Client Services Team
Valerie Thomas, CTFA
Vice President
Valerie is a Vice President and Senior Client Service Administrator of Marquette Asset Management and Trust Officer of Marquette Trust. She is responsible for managing the financial activities of clients and their families, including trust, private foundation, estate, retirement and agency account administration, coordination of income and estate tax planning, advisory services, and customized planning and analysis. Valerie has a passion for helping individuals and families with all aspects of their financial needs, and her reputation for exceptional client service is unparalleled. Prior to joining Marquette Asset Management, Valerie was a Financial Associate at Lowry Hill, a comprehensive wealth management firm.
Valerie earned a B.S. degree in Business Administration with highest honors from Northwestern College (St. Paul, MN). She is also is a Trust School graduate of Cannon Financial Institute (Athens, GA) and holds the Certified Trust & Financial Advisor (CTFA) designation.
