1700 West 82nd St
Suite 110 [mailing]
Suite 150 [meetings]
Bloomington, MN 55431
Senior Integrated Wealth Advisor
Val Thomas is a Senior Integrated Wealth Advisor at Carlson Capital Management. As a Senior Advisor, Val partners with clients and their families providing the firm's fully integrated wealth management experience including investment management, retirement modeling, estate, philanthropic and educational planning, and all other aspects of general financial planning and client care. In this role, Val also connects clients with the firm's specialists for overall portfolio management as well as for direct access to expertise in areas such as tax planning and insurance analysis.
Val joined CCM with more than twenty-two years of experience serving clients by advising on all aspects of wealth management. In addition to her most recent experience as a wealth advisor with a large Twin Cities firm, prior professional roles include serving as a founding member of Marquette Asset Management where she acted in an array of key positions as the organization grew from a start-up to a robust wealth management firm. Her career began with Wells Fargo’s Lowry Hill Private Wealth Management (now Abbot Downing) where she provided wealth management services to families. Her expertise also includes family office services and trust and estate administration oversight. Val enjoys all aspects of wealth management, and finds the relationships she develops with clients and their families to be the most rewarding part of her work. She also enjoys developing and leading teams.
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, Val has attained the Certified Trust Financial Advisor designation and is a candidate for CFP® certification.
Val's spare time is filled with family activities, such as bike rides, amusement parks, downhill skiing, board games, and watching youth football and basketball. She and her husband are known for their date nights, which typically involve good food, local live music and dancing. They love to travel – particularly to destinations that allow them to keep their SCUBA certification up-to-date. Val 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 husband, Stacy, and their two sons.