Client Services Associate
Suzie lives in Fairfield with her husband Roland and has 3 children: Ellie, Justin and Kevin. Suzie joined the MONECO Advisors Team in July of 2021. She was born and raised in Arlington TX and is a proud Aggie – she graduated from Texas A&M University with a Bachelor of Science degree. Suzie spent 17 years in Washington, D.C. working in sales and raising her family. In 2005, she and her family were fortunate to settle in Fairfield. Outside of work, Suzie spends her time volunteering in the community and spending time with her family and friends. Suzie is excited to join the growing MONECO team and learn about the industry and is up for the challenge of day to day operations. She looks forward to learning from the current world-class service team, while forming lasting relationships with clients.
Get to Know Suzie...
Favorite part about working at Moneco: The amazing people I work with everyday
Favorite thing to do outside of work: Running biking, playing tennis and spending time with family
What I enjoy most about what I do: The fast paced environment around the office
Biggest challenge: Learning about the industry and striving to support the advisors and clients
Quotation: "The best people to surround yourself with are the people that bring out the best in you" - Jay Shetty
Vacation: Skiing in Colorado
TV Show: Tennis Channel
Music: Country Music
Sports Team: Texas A &M Football