A Montana native, Suzie began her more than 35-year career in financial services working on the trading floor of the New York Stock Exchange in 1981. In 1987 she joined J.P. Morgan and in 1989 became vice president of institutional sales and trading. Returning to Montana in 1992, Suzie joined the Missoula branch of A.G. Edwards. Six years later, she was a founding broker when Smith Barney opened a Missoula location, and in September 2005 Suzie moved to Merrill Lynch.

Suzie works with clients to develop a personalized financial strategy through customized portfolio management, tax and estate planning, and charitable giving to help position retention of their legacy assets.

Suzie and her husband have a son who lives and works in Seattle. She enjoys gardening and on warm, sunny days you can catch her on Orange Street walking her dogs!