D: 859. 721.2476
Suzanne joined Meridian in 2016, with over 20 years’ experience in managing finances and investing. Before joining Meridian, she was vice president of investments at Wells Fargo Advisors for four years, as well as a senior financial advisor for J.P. Morgan Chase for nine years.
Suzanne majored in business at Wayne State University in Michigan, having enrolled on a computer engineering scholarship. She currently serves as chair-elect for the board of Arbor Youth Services and is the chair of their fundraising committee. She is the president of her daughter’s school PTA and is an active volunteer for causes related to children and animals.
Since joining Meridian Wealth, Suzanne established and instituted the Align and Anchor process which she adheres to with all client relationships. The Align and Anchor process starts with creating a retirement plan, in which savings and spending goals are determined, then implementing an appropriate asset allocation in client portfolio’s that budgets risk based on their objectives. She conducts semi-annual reviews to ensure that the Align and Anchor process is being fully adhered to and the plan remains accurate. Once clients begin retirement, the Align and Anchor process becomes vital, which is why she takes pride in maintaining all of her client relationships as they move all over the world to live the retirement that they had been planning.
Suzanne resides in Lexington with her two children, as well as their four rescue dogs. Outside of work, she manages rental and investment properties and enjoys traveling.