04/12/2022
Meet Suzanne, our lead on all things education, communication, and connections!
She develops our educational programs for clients and the broader community, to support people in reaching a deeper understanding of their relationship with money and how to invest for their future from a place of positive engagement.
Through strategic communications, she articulates our unique services and approach, so that people looking for holistic, transparent, and expert financial services will connect with us.
FUN FACT: Previously, Suzanne was a software engineer at Apple and a midwife’s assistant!