Suzie Lemus
Executive Assistant, Client Services Manager
Suzie delivers comprehensive services to our clients by attending to their account management needs. She has been providing customer service for over 20 years and has a genuine passion for helping others. She is responsible for handling simple to complex client service requests and providing executive level advisor support.
Suzie graduated Cum Laude with her bachelor’s degree from Pepperdine University in Management and earned her MBA at Pepperdine University in Entrepreneurship and Alternative Dispute Resolution.
She enjoys traveling and exploring different countries while becoming immersed in their cultures.