MEET SUZANNE

Suzanne offers investment and practice consulting for other financial advisors, as well as full-picture financial advising for families and individuals. Leaning on two decades of experience in investment management and research, she helps financial advisors with projects from analyzing incoming portfolios to creating their firm’s investment programs, fund selection to values-driven investing implementation, vendor and software selection, and whatever else comes up and sounds interesting or useful.

She earned the right to use the Chartered Financial Analyst designation in 2006, and became a CFP Practitioner in 2021. Often seeing connections that others do not helps her solve puzzles in creative ways. Like most finance nerds, she is a Spreadsheet Ninja and loves a good flowchart.

Outside of work, Suzanne is parenting, cooking, gardening, fighting entropy with exercise, exploring nature, singing too loudly, and helping co-lead her daughter’s Girl Scout troop. She and her blended family live in the verdant Southwest area of Portland, OR. Suzanne would love to meet with you for a free consultation.