Broker Check
Suzanne Chaix

Suzanne Chaix

Senior Client Service Coordinator

Suzanne joins our practice with a strong background in customer service. She has worked in operations management at a local advisory practice, as well as in support roles at various financial services companies. Suzanne holds her Series 6 FINRA license and supports our service team in fielding client requests. Suzanne’s warm personality and infectious laugh are welcome additions to the practice. She is a skilled communicator with a keen eye for detail who always has the clients’ best interests at heart.

Born and raised in the Bay Area, she enjoys spending quality time with her two teenagers or snuggled up with her dog and cat. You can often find her at a pool, either swimming laps herself or cheering on her daughter who is a varsity swimmer. Suzanne loves exploring new places and will never turn down a chance to sing karaoke!