Suzanne is honored to help the individuals and families she serves pursue financial clarity as they employ a clear and disciplined approach to working toward their financial goals. As a financial advisor, she strives to know each client as an individual and views each person’s financial outlook as the unique situation it is. By combining her deep care for her clients with an honest approach to financial planning, Suzanne has made a personal commitment to help simplify the complex world of investing and retirement planning for those she serves.
Her father spent over 50 years as a well-respected financial advisor. It was under his mentoring that Suzanne found her own path in the business. Suzanne continues the legacy her father put in place, providing the highest level of service and sincere investment guidance to the clients she serves on a daily basis.
Suzanne joined Raymond James in April 2018. Before that, she served as a financial advisor with Wells Fargo and its predecessors. During her 21-year tenure with the firm, she first held the roles of client associate and operations manager before becoming a financial advisor in 2008. Suzanne earned her bachelor’s degree from Boston College and holds her Series 9 and 10.
A lifelong resident of Racine, Suzanne lives in town with her husband, Todd, and their two children, Madeline and Maxwell. She is an active member of her community and currently serves as a trustee for Saint John Nepomuk Catholic Church and as a registrar for the American Youth Soccer Association. In her free time, Suzanne enjoys spending time with her family, running, and watching her children play soccer.