Suzanne began working in the financial industry in 1989. Prior to joining Mercer Advisors, she managed client portfolios to meet specified target risk tolerances. With more than 25 years of experience as an investment and financial professional, Suzanne possesses a broad knowledge in a variety of financial securities, trading strategies and financial markets. Her product experience includes fixed income and convertible securities, equities and warrants. Over the years Suzanne has built a solid foundation servicing and helping clients met their financial goals.
Academically, Suzanne holds a Bachelor of Science degree in Finance from Northern Illinois University and a degree of Master of Business Administration with distinction from Lawrence Technological University. In September 1999, she received her Charter Financial Analyst certification and in July 2010, certification as a Certified Financial Planner in accordance with CFP® Board Certification and renewal agreements.
Suzanne is grateful to live in beautiful Northern Michigan where she enjoys hiking and snow skiing.