Director, Client Services
Growing up in a large, tight-knit family in the Midwest, Suzi learned early what inclusion really means: to respect and appreciate what makes each person unique; and to support the dreams and aspirations of others. For more than 20 years, Suzi has brought this idea of family and inclusion to her work administering trusts. And the results have been outstanding. Because of Suzi’s empathy and expertise, many clients think of her as extended family.
I’m grateful for the opportunity to educate our clients about trusts, Suzi says, while also helping them manage their personal finances. Her focus at LNWM is always on building strong relationships and investing the assets of the trust to meet the goals and objectives collectively set. This means sitting down together to talk about budgeting and finances, to provide analysis and guidance during major decisions, and to be there as a sounding board, ready to both listen and answer questions.
Suzi works closely with all generations within families – children, parents, grandparents – establishing and administering a wide variety of trusts. Her passion, however, is trusts set up to support family members with disabilities. “As a parent myself, I have a deep appreciation of these incredible families and how we can support them in a way that strengthens everyone.”
Designations and Education
- Certified Trust and Financial Advisor (CTFA)
- Chartered Special Needs Consultant (ChSNC®)
- Financial Paraplanner Qualified Professional (FPQP™)
- B.A. in Business Administration
Sienna Heights University