With over 25 years of experience in the financial services industry, I am thrilled to be part of the Edward Jones family. Working with Edward Jones is a partnership; we focus on what is in the best interest of our clients.
I am so fortunate to have the opportunity to help individuals, families and businesses reach their financial goals by understanding what is important to them. Using a holistic approach, I create a personalized strategy to help organize, grow, preserve and later transfer your wealth.
I was born and raised in Mequon, WI, graduated from University of WI - Madison in 1990 and started my career in financial services in 1994 in Minneapolis, MN. I currently live in Mequon with my husband, Adam, and our three boys, Henry, Tyler and Cayden.
My mother also lives in the area and has her entire life. She raised me and my two sisters in Mequon, with much of that time as a single mother. A personal passion of mine is helping women become financially independent, understanding their financial needs and goals, and working together to achieve them.
Office Address6028 W Mequon Rd
Mequon, WI 53092
Phone NumberSusie Brotz at (262) 302-4151
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