One of Suzanne's primary goals is to provide clients with a holistic financial planning framework to get a better return on Life. It is important to Suzanne to understand her clients by focusing on clarifying what the client needs and wants out of their life. This basis of understanding includes not only the client’s finances, but their whole life. Life experiences, challenges, transitions as well as personal principles and values, goals, hopes and dreams are an important part of creating a personalized financial life plan. This leads to another primary goal which is to create a worry-free retirement. Suzanne focuses on income planning in what we refer to as the utilization phase of retirement as well as wealth accumulation during the earning phase of life.
Suzanne utilizes quality products and services to help meet client financial needs. She has an extensive background in investments and has been working with various market products for more than 20 years. Suzanne is a Certified Retirement Counselor® and a FINRA registered Investment Advisor Representative, as well as life and health/disability insurance licenses in Wisconsin. She is securities registered in AL, AR, AZ, CA, DE, FL, GA, IA, IL, KS, ME, MI, MN, NM, OH, SC, TN, TX and WI.
Suzanne and her husband, Joe, reside in the Waupaca area. They have three daughters and enjoy family time. Suzanne loves to read, travel and spend time creating in the kitchen. Suzanne's current community involvement includes:
- Community Foundation for the Fox Valley Region's Professional Advisors Panel
- Community Hospice Foundation for the Waupaca Area – Volunteer Fundraiser
- Waupaca High School Scholarship Foundation Board