Meet Suzanne
Suzanne is a Wealth Advisor based in the Mercer Advisors Bend, Oregon office. She joined the firm in 2025 through the acquisition of Eagle Wealth Management. She was an employee of Eagle Wealth Management for 10 years. She became a CERTIFIED FINANCIAL PLANNER® professional in 2017. She also earned her MBA in 2002 from California State Stanislaus and her Executive Certificate in Financial Planning from University of Portland.
Suzanne’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Suzanne has focused experience in these areas:
- Life changes after the loss of a spouse, from estate transitions to long-term planning
- Guiding clients through living in retirement with steady income and smart planning
- Complexities of inherited wealth, from taxes to legacy
- Helping single women manage wealth on their own terms, with strategies aligned to their lifestyle and priorities
- For women breadwinners, financial strategies to support their families and long-term goals
Her working style
Suzanne provides a fresh, empathetic perspective to her clients as well as her coworkers. Her ability to find common ground with nearly all who come her way is something to be admired. She takes the time to learn about clients’ unique situations and concerns, always seeking to understand and support their life goals. Clients can count on Suzanne to recall their upcoming travel plans or favorite hobby. Her analytical nature leaves no room for unanswered questions.
Suzanne in real life
What makes you tick?
I discovered my passion for the financial services field in 2008 while working at a wealth management firm. Witnessing the understanding, excitement, and often relief that clients felt when they worked together with a comprehensive financial advisor revealed the perfect career for me.
Favorite thing about where you live?
Having moved to Bend, Oregon, in 2007 from the Los Angeles area, my favorite things are 1) the beauty I am surrounded by; 2) minimal traffic; 3) ease of running 3 to 4 errands in 30 minutes; 4) running into people I know on a regular basis; 5) being able to drive 10 minutes to see a concert at the outdoor Hayden Amphitheater; and 6) floating the Deschutes River on a hot summer day.
What keeps you busy outside of work?
I love spending time with my husband, family, and friends. We love flying to new adventures and places.
Suzanne’s snapshots
Meet Suzanne’s Teammates
Chad Staskal
Sr. Wealth Advisor
What Suzanne Says
Chad has allowed me to flourish by providing freedom and latitude to incorporate my past job experience into my position as a comprehensive financial planner for our clients.
Virginia Cramp
Sr. Client Service Specialist
What Suzanne Says
Virginia was the first client support person who I could trust without a doubt to accomplish any task set before her and not worry about it getting done.
Hans Doorn
Director, Tax Services
What Suzanne Says
Hans’s skill of assessing an issue and then communicating a solution is amazing. The support he provides through tax planning for clients during tax season is invaluable.
Ready to learn more?
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