With over 25 years of experience in the financial services industry, Suzanne helps us maintain the high level of service we provide to our clients. Knowledgeable and responsive, she provides timely, accurate, and meaningful answers to our clients' questions and makes sure their needs are always her greatest priority. Suzanne also provides support for our team's client accounts, schedules and prepares documents for client meetings, and assists with marketing efforts. Before joining our team in March 2021, Suzanne was a Senior Client Service Associate at Morgan Stanley. Suzanne lives in Aurora, IL with her husband Dave and their two children Daniel and Andrea.