Suzanne is responsible for providing superior service to our clients. Providing a high level of personal attention in the development of financial plans and client communications, she acts as an integral part of our client service and operations team.
Suzanne and the Independence Advisors team joined Modera in January 2021. Suzanne brings years of experience implementing best in class client service and account management for companies such as Four Seasons Hotels, America Online and The Big Ten Conference. Suzanne transitioned to the financial services industry by managing operations and client service for a registered investment advisor. She greatly enjoys the personal aspect of financial service, and is dedicated to developing long term relationships with our clients.
Suzanne earned her B.A. in Journalism from Penn State University. In August 2018 The College for Financial Planning® awarded Suzanne the FPQP® designation. She lives in Berwyn with her husband and four children and spends much of her free time supporting local youth ice hockey teams.