Suzanne joined Ashton Thomas Private Wealth as Manager of Advisor Services in January 2022. She is responsible for serving as a liaison between our Wealth Advisors and the firm’s investment, advanced planning, and compliance functions. She also serves in an administrative oversight role for Ashton Thomas Tax Advisory. Previously, she was Associate Principal Examiner with the Financial Industry Regulatory Authority (FINRA).
Originally from New York, Suzanne moved to Arizona in 2021. She launched her career in financial services at Shearson Lehman Brothers, Suzanne then worked as an auditor for KPMG and Deloitte. Subsequently, she became Director of Operations and Controller at two Registered Investment Advisory firms, respectively. After working at Concept Capital LLC in Garden City, NY, as a Vice President of Accounting, Suzanne became an instructor for Hofstra University’s Continuing Education Bookkeeping Certificate Program from 2020-2021.
As a graduate of St. John’s University, a CPA, with a Bachelor of Science degree in Finance and an MBA in Accounting, Suzanne currently holds the Certified Divorce Financial Analyst (CDFA) designation and is a member of the New York State Society of CPA’s. She has been active in various community organizations, serving as a board member for East Williston Summer Recreation Corporation and East Williston Creative Arts Workshop Inc.
Suzanne resides in Scottsdale, Arizona, and has four children. She enjoys yoga, biking, hiking, and exploring the desert Southwest.