Suzanne has primary responsibility for the financial advisory and estate planning practice within our Greensboro office. She is also actively involved in the management and oversight of client relationships. Her professional career has primarily focused on assisting clients in the development and implementation of comprehensive financial and estate plans. Suzanne has specific expertise in advanced estate planning techniques, income taxation, trust and fiduciary administration and investment allocation and implementation. She previously served in multiple roles as client relationship manager, trust officer and financial planning specialist for U.S. Trust and Wells Fargo Private Bank. Suzanne began her career in public accounting with KPMG in Charlotte, NC.
Suzanne received a Bachelor of Science degree in accounting from Wake Forest University. In addition, she is a Certified Public Accountant and member of the North Carolina Association of CPAs. She also holds the CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc. and is a member of the Greensboro Estate Planning Council.