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Suzanne Udoni, CRC®

Suzanne Udoni, CRC®

Financial Advisor/President

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 assist in creating an enjoyable retirement. Suzanne specializes in 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 top quality products and services to help meet client financial and investment goals. 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 an investment advisor representative as well as life and health/disability insurance licenses in Wisconsin. She is securities registered in AL, AR, AZ, CO, DE, FL, GA, ID, IL, IA, KS, MI, ME, MN, NC, NV, OH, TN, TX, VT, WA, WI and WY.

Suzanne and her husband, Joe, reside in the Waupaca area. They have three adult daughters and two sons-in-law that also have returned to the Waupaca area and they all enjoy family time together. Suzanne loves to read, travel and spend time creating in the kitchen. She loves lakeside and seaside time with her family and friends.

Suzanne is the 2022 recipient of the COMMUNITY INSPIRATION AWARD*, granted by AssetMark for her work over the past 20 years with the Community Hospice Foundation in the Waupaca, WI area. Her current community involvement includes:

  • ThedaCare Waupaca Board of Directors, Finance Committee Chairperson
  • Community Foundation for the Fox Valley Region's Professional Advisors Panel
  • Advisory Council Member (selected in 2019) with Capital Group/American Funds

*AssetMark's Community Inspiration Award (2023) is based on community and/or charitable involvement and is not reflective of the recipient's abilities as a financial advisor. No clients were consulted, and no fees were paid to determine the winner. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results.