Suzie provides customized wealth planning solutions to high net worth individuals and families, assisting them with tax planning, business succession, asset protection and financial management strategies. She has focused her practice on helping business owners and families develop a roadmap for transitioning their business, retiring securely and solving for their personal financial goals. Suzie joined BMO Private Bank in 2016 and has over 13 years of experience in the financial services industry.
Suzie earned her BS in Global Business and Financial Management from Arizona State University, and her Master of Science Degree in Taxation from Golden Gate University. She is also a CERTIFIED FINANCIAL PLANNER™ practitioner and earned her Certified Exit Planning Advisor (CEPA) designation through the Exit Planning Institute.
Suzie is on the Board of Directors and is a committee chair for Junior Achievement of Arizona. She is also a member of the Central Arizona Estate Planning Counsel, Valley Estate Planners and the American Institute of CPA’s.