Valerie is a Managing Director and the Chief Client Experience Officer of Marquette Wealth Management. As a member of the firm’s management team, she collaborates on a variety of strategic initiatives. Her primary management responsibility is to focus on monitoring, assessing, and elevating our client experience.
She partners with clients and their professional advisors to provide investment management, retirement modeling, estate, tax, philanthropic, and education planning. She focuses on designing and implementing customized investment and planning strategies to help clients achieve their unique goals. Her expertise also includes family office services and trust and estate administration oversight. She enjoys walking along side clients on their financial journey and finds the relationships she develops with clients and their families to be the most rewarding part of her work.
Val has more than 25 years of experience in serving and caring for clients. She has been a valued colleague at Lowry Hill (a former subsidiary of Wells Fargo), CliftonLarsonAllen and Carlson Capital Management. She was one of the original founding members who rejoined Marquette in 2021.
Val holds a Bachelor of Science degree in Business Administration from the University of Northwestern in St. Paul, where she graduated with highest honors. She is also a Trust School graduate of Cannon Financial Institute in Athens, Georgia. In addition, she has attained the Certified Trust Fiduciary Advisor (CTFA) designation.
Valerie is a Minnesota native, growing up partly in the Twin Cities and partly in a small rural town in the lake country near Alexandria. She currently lives in Falcon Heights with her high school sweetheart husband, Stacy, and their two sons. Some of her hobbies and interests include travel, SCUBA diving, downhill skiing, attending live music events, and watching all sports.