As a wealth advisor, Suzette helps families maximize their financial resources. Through her goals based approach to wealth management, she strives to bring clarity, perspective, and simplicity to the lives of the clients she serves. She specializes in helping clients create a successful personalized financial plan through thoughtful listening, active advice, and careful implementation.
As a nationally recognized speaker, Suzette brings over 27 years of industry experience and holds the Certified Financial Planner™ designation. She serves as a valuable resource in areas of investment management, retirement planning, cash flow management, and estate planning.
Outside of Northwest Asset Management, Suzette enjoys traveling with her husband and children, running and spending time on the lake with her family and friends.