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Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.

Photo of Director of Operations and Client Service Suzanne Devlin Brown

Suzanne Devlin Brown

Director of Operations and Client Service

Suzanne Brown is our Director of Operations and Client Services.  She handles almost all of the paperwork, gathering of client information, client communication and scheduling.  She is directly involved in the success of our planning and investment business. 

After working in public education, Suzanne joined our team in the summer of 2021.  She was looking for more flexibility, opportunity for growth and a positive working environment.  Suzanne is a firm believer in helping clients achieve their financial goals, building community and growing together. Suzanne has been married to Kyan Brown for 19 years and together they have three children.