As a Senior Financial Advisor, I can offer you a wide range of services, from helping you select individual investments to developing a retirement plan. With access to a broad array of company resources -- including research analysts and economic and market experts -- I can help you make informed investment decisions based on your specific needs. 

Contact me if you'd like me to help you develop strategies for pursuing your financial goals.

Securities Registered in the following states: AR, AZ, CA, CO, FL, GA, IA, IL, IN, MD, MI, MN, MS, MT, NC, NM, NV, SC, TN, WI
Insurance licensed in the following states: IA, IL, IN, MD, MI

As a Client Associate, Suzanne provides outstanding service and support to our valued clients, understanding that they are all important to us. She establishes new accounts, assists with asset movement and distributions, handles general account inquiries, and processes documents, making sure they are compliant with regulatory requirements.

“I truly enjoy my interactions with clients and strive to project a friendly voice on the other end of the phone and confidence that whatever they need will be handled efficiently and timely,” Suzanne stated.

Suzanne lives in Glen Ellyn with her daughter, Ashley. Other interests include playing tennis, staying active, reading, gardening, cooking with her daughter, walking their dog, Glimmer, and spending time with family and friends. She also had been very active in the Make-A-Wish Foundation and enjoys volunteering in the local community.