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Suzanne R. Holbert, CPA | PFS / Director, Vice-President

Suzanne brings more than 20 years of financial planning and wealth industry experience to DHG Wealth Advisors. She has been with the firm for 28 years, previously working in individual tax planning, estate planning and retirement planning.

Suzanne is passionate about helping individuals in transition such as sale of a business, divorce, retirement and loss of a spouse. She works to encourage a happy and comfortable retirement through holistic financial planning. 

She holds her CPA license and a Personal Financial Specialist (PFS) designation from the AICPA.