

Asset Protector, Licensed Insurance Agent, Associate Estate Planner
Today, Suzy serves as a licensed insurance agent and Associate Estate Planner with Retirement Fundamentals. She focuses on helping individuals and families better understand their options in areas such as Medicare, financial security, life insurance, long-term care, and estate planning so they can make confident decisions about their future.
Born in Texas and raised primarily in Southern California, Suzy grew up in a disciplined military household that shaped her strong work ethic and commitment to service. When she’s not working with clients, she enjoys hiking, gardening, reading American history, making soap, and spending time with her family.
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