Suzanne’s career has been exclusively in the financial services industry which lends to her strong background in customer service and office administration. As a member of the EP Wealth Advisors team one of her top priorities is to make sure clients feel that they are important and valued by being timely and responsive to their needs. She is always there to support the Wealth Advisors of the firm by providing assistance to them. Suzanne enjoys spending time with her two children.
Fellow, Life Management Institute (FLMI)