Life can be complicated! Do you have a process in place to manage all your financial decisions? When have you last reviewed your progress towards your goals? How do you prioritize them? What strategies have you implemented which are specific to your family’s situation?
Our clients matter most to us. My team and I strive to understand what’s important to you and all the generations of your family. We partner with you to help enable you and your family to live the lifestyle you aspire to throughout the different stages of your life. We are thriving when you reach your personal goals, and we are building personalized strategies to help protect what is most important to you!
I was born in Berlin, grew up in the Black Forest, Germany, and came to the United States in 2006 from Munich, where I was working as a corporate attorney heading the legal department of a European Joint Venture in the consumer staples industry. The move to Park City, Utah, gave me the opportunity to re-focus on what I always enjoyed the most, working with and for people and providing industry-leading service. I opened my office with Edward Jones in 2008 and we are now serving high net worth families across the United States.
There is nothing more rewarding than serving others. Apart from my community engagement at the Rotary club, Peace House and the Alzheimer walk, I have spent personal time in many volunteer roles at my firm such as mentor, coach, performance leader and field trainer. Most recently, I served on the profit-sharing committee for Edward Jones, and I am currently leading over 40 branch teams in Northern Utah as regional leader.
Being actively involved in the community of Park City has brought happiness to my family and myself. Please reach out to me when you see me with my two boys, 12 and 15, and two dogs downtown, on the trails or slopes of Park City or Deer Valley.
Or just contact us. My team and I would love to meet with you and help write a chapter of your story!
- Wealth Strategies
- Intergenerational Planning
- Retirement Income Strategies
- Divorce Finances
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
Phone NumberSusanne C Thalman at (435) 649-3077
|Mon||09:00AM - 05:00PM|
|Tue||09:00AM - 05:00PM|
|Wed||09:00AM - 05:00PM|
|Thu||09:00AM - 05:00PM|
|Fri||09:00AM - 03:00PM|
- Web Conferencing
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More