Susan Zurek

Susan Zurek

Client Advisor

Working with the beneficiaries of trusts, Suzi learns the details of people’s lives. She knows that your goals are different from everyone else’s. Most trusts have a long lifetime, so Suzi builds relationships and listens to your needs, dreams and spending plans. Her role is to help you get what you need in a way that stays within the guidelines of the trust.

Designations and Education

  • Certified Trust and Financial Advisor (CTFA)
  • Financial Paraplanner Qualified Professional (FPQP™)
  • B.A. in Business Administration
    Sienna Heights University