Suzanne serves as an Administrator of DHJJ Financial Advisors. She holds a Series 65 Investment Adviser license in addition to several Illinois Insurance licenses in Life, Health, Property, Casualty, Variable Contracts.
She has extensive experience in the financial services industry having previously worked for a Fortune 500 insurance company as a 401(k) Client Relations Manager and most recently for a small boutique financial advisory firm as a Retirement Plan Specialist. Suzanne works directly with plan sponsors and trustees to facilitate investment reviews, compliance checks, and ensure the plan is meeting participant needs while providing ongoing participant education, group enrollment meetings, and one-on-one consultations.
She is responsible for client services, client reports, operations, maintaining our CRM database, and involvement in daily client account reviews. She is also responsible for the implementation and monitoring of client accounts as well as working with the firm’s custodian, Charles Schwab & Co., Inc. She has worked as an Administrator with DHJJ Financial Advisors and the affiliated CPA® firm of DHJJ since 2020.
Suzanne holds a Bachelor of Science in Education from Northwestern University and Master of Science in Industrial Relations from Loyola University Chicago.
Outside of Work:
Suzanne enjoys spending time with her family.
She can be found being taken for a walk around the block by her huge black lab, Rebel.
Suzanne loves to bake chocolate chip cookies and grow tomatoes.
