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