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Suzanne Bernardi

Suzanne takes care of many behind-the-scenes activities for the team, ranging from daily operational functions to important financial milestone reminders.

Suzanne has worked with Joe for over 35 years taking care of their clients. Her prior experience is very diverse, having worked at insurance companies, contractors, and other financial services firms. 

Outside the office, Suzanne loves to read and garden. She and Joe have been married for more than 30 years and have two children, one who recently finished college and one who is just beginning. Suzanne enjoys visiting her children as they embark into the real world.