Suzie provides customized financial planning solutions to high net worth individuals and families as part of an overall personal wealth management strategy. Suzie joined BMO Private Bank in 2016 with over 10 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 in Taxation from Golden Gate University. She is a CERTIFIED FINANCIAL PLANNER™ practitioner. Suzie holds Life & Health Insurance licenses.
Suzie is on the Board of Directors, as well as the Director of the NexGen group, for the Financial Planning Association of Greater Phoenix. She is also a member of the Central Arizona Estate Planning Counsel and the American Institute of CPA’s.