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.

With over 25 years’ experience in the financial services industry, Suzanne also provides support for our team’s client accounts, marketing efforts and client events.

Before joining our team in March 2021, Suzanne was a client service associate at Morgan Stanley. Suzanne lives in Aurora, Illinois, with her husband of 35 years Dave, and her children Daniel and Andrea. In her free time, she enjoys traveling, exploring different parts of Chicago and spending time with family.