Suzanne joined Meridian in 2016 with over 20 years of experience in managing finances and investing. Before joining Meridian, she served as 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.

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 portfolios 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 majored in business at Wayne State University in Michigan, having enrolled on a computer engineering scholarship. She completed her degree requirements at Southern New Hampshire University and earned her B.S. in Finance with a concentration in Financial Planning. She currently serves on the board of Arbor Youth Services and is an active volunteer for causes related to children and animals.

Suzanne resides in Lexington with her husband Chris, their children, and their dogs. Suzanne and Chris work dually in two offices in Lexington, KY, and The Villages, FL, with the intention of living in Florida part-time once their children finish school.

859.543.4516 | EMAIL SUZANNE | LEXINGTON, KY | THE VILLAGES, FL