Suzanne’s client focus is on financial planning, using APC’s holistic process to help clients create their financial plan based on life goals, and the ongoing relationship and work toward those goals. She also is the firm’s Chief Compliance Officer. She graduated from The University of Texas at Austin in 1987 with a Bachelor of Business Administration in Accounting. After living and working in Austin for a number of years, she relocated to Knoxville and joined APC in 1999. Over the years, Suzanne has served APC’s clients in multiple roles including portfolio administration, trading, regulatory compliance, investment planning, and financial planning. She earned her CFP® certification in 2008.