Author: Suzanne Wallace
Life is full of transitions, each bringing important financial decisions. I’ll help you navigate these moments with clarity and confidence. I believe planning is the foundation of security — and to me, that means creating a clear vision for what your life could look like 10, 20, or even 30 years from now.
“Security comes from having a plan you understand, one that adapts with you as life changes.”
I earned my Bachelor of Science in Business Administration from the University of Missouri–Columbia. Over the course of my career, I have built a strong foundation in wealth management and shaped my practice around personalized guidance and long-term client relationships.
My passion for helping clients through all phases of life is deeply personal. During a major life change of my own, I lacked the financial guidance I needed—and I know firsthand how overwhelming that can be. That experience fuels my commitment to making wealth management approachable, understandable, and tailored to each client’s unique situation.
Outside of work, I treasure time with my two children, Blake and Rose. I also enjoy entertaining, cooking, socializing, reading, playing pickleball, exercising, and traveling to remarkable places whenever I can.
