Suzanne joined Stein Wealth Advisors in April of 2023 as a Client Relationship Manager. She provides account management, client meeting support, online account access support, creating new accounts, and transfers upon request.
Suzanne brings over 10 years of experience in customer service, including a background in Property and Casualty and Life and Health Insurance. She previously worked for State Farm Insurance as a Licenced Insurance Agent in California.
She prides herself in her great work ethic and outstanding customer service. She describes herself as a problem solver, organized and persistent. Suzanne enjoys building relationships and helping our clients by assisting them with excellent customer care. Being bilingual also allows her to provide great customer service to Stein Wealth Advisor’s Spanish-speaking clients.
Suzanne grew up in San Diego, CA and Mexico. She currently lives in Washington PA with her husband, Andy, and children, Natalia, Paloma, Abel, and Ezekiel. They enjoy being outside, gardening, playing with their kids, BBQing, and hosting parties with friends and family.