Suzanne (Suzy) has been with the company since 2003. She started as a financial professional in the Orange County office and after 2 years, transitioned into the Client Relations Manager role. As the Client Relations Manager, Suzy works with over 50 Financial Professionals who assist in the maintenance and enhancement of the client experience with our existing client base.
Suzy is FINRA registered with a series 7 and 66 and maintains a California Life Insurance license.
Prior to working for the company, she was in the hospitality industry working for resorts in both Palm Springs, CA and Houston, TX.
Suzy graduated from SMU in Dallas, TX, majoring in Business Administration with an emphasis in Marketing. She has two sons, loves the outdoors, reading, listening to podcasts and traveling.
California Insurance License #: 0E04518