Suzanne is a gentle spirit with a quick smile. Her client focus is on financial planning, using APC’s holistic process to help clients create a financial plan based on life goals, and the ongoing relationship and work toward those goals. Suzanne graduated from The University of Texas at Austin in 1987 with a Bachelor of Business Administration in accounting. After living and working in Austin for a number of years, she relocated to Knoxville and joined APC in 1999.
Suzanne has served APC’s clients in multiple roles including portfolio administration, compliance support, investment planning, and financial planning. Following three years of study and successful completion of a national two-day examination modeled after the bar exam of the legal profession, she earned her CFP® certification in 2008. In 2011, she completed an intensive professional residency program for CFP certificants. Suzanne currently serves the profession as the Director of Education for the Financial Planning Association of East Tennessee. Her personal passions include her family, community hunger relief, reading, wine tasting, music, nature walks and her miniature dachshund Daisy.