Role and Expertise:
Suzann, originally from Oshkosh, Wisconsin, and now residing in Fond du Lac County, is a pivotal member of Vesta’s team with over a decade of experience. She excels in non-profit tax knowledge, payroll, bookkeeping, and is expanding her expertise in farms and trusts. Suzann is dedicated to serving clients effectively and collaboratively with her colleagues at Vesta.
Professional Background:
With a Bachelor’s Degree in Business Administration from UW-Oshkosh and an Associates Degree from UW-Fox Valley, Suzann has honed her skills and knowledge over the years at Vesta. Her tenure has been instrumental in her professional growth, allowing her to specialize in non-profit taxes and other key areas critical to client success.
Key Accomplishments:
Suzann finds motivation in seeing both clients and colleagues succeed, knowing her contributions play a significant role in their achievements. Her dedication to continuous learning and development ensures she remains a valuable resource in her expanding areas of expertise, contributing to Vesta’s comprehensive client service approach.
Client Relationships:
Suzann’s role extends beyond technical expertise; she values teamwork and collaboration in delivering exceptional client service. Her involvement in community organizations like the Pickett Community Center board, as well as participation in a ladies investment club and a snowmobile club, reflects her commitment to community engagement and personal interests.
Personal Interests or Hobbies:
Outside of work, Suzann enjoys being part of community activities and social clubs.
