Valerie L’Heureux serves as Operations Manager at Forth Wealth Management, where she supports the firm’s daily operations and helps create a positive client experience. She brings 40 years of experience in administrative and office support, with a strong background in organization, coordination, client service, and operational follow-through.
In her role, Valerie helps keep the office running smoothly by supporting client communication, scheduling, document coordination, and internal office processes. She is known for her attention to detail, professionalism, responsiveness, and dependable support for both clients and the advisory team.
Valerie takes pride in creating an organized, welcoming, and service-focused environment. Her commitment to accuracy, follow-through, and client care helps support the firm’s day-to-day success.
Outside of work, Valerie has lived in Sarasota for 36 years. She enjoys spending time with her son, daughter, and two grandsons, as well as being outdoors, hiking, gardening, and camping.