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Our Company

For more than 30 years, Valerie E. Thomas & Associates, LLC has focused on providing personal service and trusted guidance to clients who are retired, preparing to retire, or looking to grow and preserve their wealth in retirement, or who are looking for estate and succession planning strategies.  Our investment consultants, Whitney F. Burr, Valerie E. Thomas and Karyn A. Lancaster, lead the strategic direction of the firm.  Our goal is to help you pursue financial independence on your terms by guiding you through your financial life, as well as, by offering assistance in your personal life when you seek advice or need a friend to speak to.

Our team is knowledgeable, holding many credentials within the financial services industry, and we continue to educate ourselves, our clients and our community about the ins and outs of the markets and the wide range of financial products and services available.  Valerie and Whitney can be heard regularly with Brad Davis and Dan Lovallo on WDRC, Talk of Connecticut, answering questions from listeners and providing insights on a variety of financial topics from estate planning to investing.



Valerie E. Thomas & Associates, LLC, Brad Davis and Dan Lovallo of WDRC, and LPL Financial are unaffiliated entities.