For over 20 years, Suzanne has worked exclusively with individuals and families as they plan for the future and take care of the present.  Focusing on multi-generational planning, planning for owners of closely held companies, and planning for individuals with special needs and the families who care for them, Suzanne recognizes that estate and personal planning should not be a one-size fits all proposition, and she takes an individualized, multi-disciplinary approach to addressing her clients’ unique circumstances, needs and goals. Also, being a business owner, wife, mother of five, and an active contributor to her local and world community, Suzanne knows how important it is that the planning process itself fits into her clients’ busy lives just as much as the comprehensive plans she helps them create.     

Suzanne’s passion for families reaches beyond the services Assure provides to its clients. Over the years, Suzanne has been deeply involved in both local and international efforts and organizations that support women and children. And having a son with Autism Spectrum Disorder, Suzanne regularly contributes to causes that support individuals with special needs and their families.   

Suzanne loves art, theater, traveling and reading, but she is equally happy hiking and spending time in the outdoors with family and friends.