Valerie Thomas, CTFA®
Managing Director, Client Service
EDUCATION AND CREDENTIALS
B.S. Business Administration
University of Northwestern
Certified Trust Fiduciary Advisor
What first drew you to this work, and what continues to motivate you today?
What first drew me to this work was the opportunity to help people with something deeply personal – their goals, values, and legacy. Interestingly, I found my way into the profession unexpectedly. While attending college in the evenings with plans to become a music teacher, two principals at a wealth management firm took a chance on me despite my lack of industry experience.
What began as an opportunity quickly became a calling. I discovered how meaningful it is to help families navigate important financial decisions, especially around charitable giving, legacy planning, and creating the life they envision for themselves and future generations. That passion ultimately led me to change paths and pursue a business degree – a decision I remain incredibly grateful for.
What continues to motivate me today is the privilege of building deep, lasting relationships with the families I serve. I love learning what matters most to them and helping align their wealth with the lives they want to live and the impact they hope to make.
I’m also especially passionate about helping younger generations – often the children and grandchildren of our clients – build strong financial habits and confidence early in life. A quote that has always resonated with me is: “You are perfectly positioned to help the person you once were.” I enjoy encouraging young people with the guidance and perspective I wish I had received myself.
What does “wealth” mean to you?
To me, wealth is about far more than finances. It means living a rich and meaningful life in the areas that matter most – health, family, relationships, purpose, faith, and personal fulfillment.
Financial independence is certainly part of that equation because it creates freedom, flexibility, and peace of mind. But without investing in other areas of life, financial success alone can feel incomplete.
True wealth is having the ability to live intentionally, care for the people you love, pursue what matters most to you, and create a lasting impact beyond yourself.
How do you like to spend your time outside of work, and what helps you recharge?
Outside of work, I’m passionate about health, fitness, and longevity. I love listening to podcasts and learning about nutrition, wellness, and ways to improve both health span and quality of life.
I’ve also developed a newfound love for pickleball and play every chance I get!
Most importantly, I cherish time with my family. I married my high school sweetheart, and together we have two adult sons. My husband and I love live music, traveling to warm tropical destinations, and making memories together. One tradition we’ve continued over the years is family trips to theme parks to conquer the biggest thrill rides – the higher and faster the roller coaster, the better!