FAMILY OFFICE ASSOCIATE
Suzanne joined Valiant Wealth in 2019 with a diverse background in financial accounting services and retirement plan compliance. She has over 30 years of experience working in both for-profit and non-profit sectors, as well as with individuals.
As a Family Office Associate, Suzanne works diligently to ensure our Family Office clients’ personal accounting needs are achieved. Suzanne is meticulous in monitoring, balancing, and reconciling client accounts as well as providing timely payment of bills. She assists clients in establishing spending budgets complemented by accurate & informative reporting to capture monthly income & expenses. Suzanne’s conscientious level of service to all personal accounting affairs offers clients peace of mind to focus on family and enjoying life.
Suzanne delights in a good cup of coffee and paddle boarding on weekends. Her family includes her husband Randy and a daughter and son, who keep them busy attending soccer, basketball, show choir, jazz band & many other school activities.