About Suzanne
As an Office Operations Associate in Buckingham’s Portland, Oregon, office, Suzy supports her advisory team in the care and maintenance of their clients’ financial life plans while helping to manage the office’s many operational details, from quarterly billing and reporting to special projects.
As a first point of contact, Suzy considers it her responsibility to make clients feel comfortable when they arrive at the office or call, and she understands the importance of follow through to ensure clients get what they need in a timely manner and that any requests are accurately and fully addressed. She has seen firsthand how thorough financial planning can serve as a roadmap, mitigating risks and offering peace of mind.
Suzy came to Buckingham via Confluence Wealth Management when the two firms joined forces in 2020. Prior to Confluence Wealth Management, she held various roles in banking.
Suzy used to be able to say that she was a lifelong Oregonian, but recently she crossed the river into Washington, where she now lives. She has two adult daughters and enjoys traveling, reading, dining out, cooking, and spending time at her beach house on the (Oregon) coast.
As an Office Operations Associate in Buckingham’s Portland, Oregon, office, Suzy supports her advisory team in the care and maintenance of their clients’ financial life plans while helping to manage the office’s many operational details, from quarterly billing and reporting to special projects.
As a first point of contact, Suzy considers it her responsibility to make clients feel comfortable when they arrive at the office or call, and she understands the importance of follow through to ensure clients get what they need in a timely manner and that any requests are accurately and fully addressed. She has seen firsthand how thorough financial planning can serve as a roadmap, mitigating risks and offering peace of mind.
Suzy came to Buckingham via Confluence Wealth Management when the two firms joined forces in 2020. Prior to Confluence Wealth Management, she held various roles in banking.
Suzy used to be able to say that she was a lifelong Oregonian, but recently she crossed the river into Washington, where she now lives. She has two adult daughters and enjoys traveling, reading, dining out, cooking, and spending time at her beach house on the (Oregon) coast.