Valerie Ingram

Private Client Services

Valerie Ingram Web
[email protected]

Valerie joined the Wealth Strategies team in 2016 after a 20+-year career as an executive and consultant in the nonprofit sector. She specialized in guiding nonprofits to apply strategic business practices to accomplish mission-related and financial goals. She brings this background to bear when working with clients to identify the products, services and tools available when planning their trusts, investments and estates.

Raised in Santa Fe, Valerie received Bachelor of Arts degrees in anthropology and French from Grinnell College. She holds a Master’s degree in Philanthropy and Development from St. Mary’s University in Minnesota.