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Research / Marketing |
Operations / Administration
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Suzie Smith
Joined the firm in 1980 and serves as Treasurer and Senior Trader. As the primary trader, she is responsible for executing all security transactions for clients and works with many brokerage firms nationwide.
As Treasurer she is responsible for the oversight of our financial records and the processing of client management fees and accounts payable. She works closely with the firm's offsite CPA. She is involved with the daily operations of the firm.
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Amy Broerman, CPA |
Suzie Smith |
Carole Coe |
Annette Baumer, MBA |
Kammie Boatwright |
Matt Watson |
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