Suzanne Wheeler, CFP®, AIF®, CeFT®
Designations and Licenses
Suzanne is a CERTIFIED FINANCIAL PLANNER™ professional, Accredited Investment Fiduciary® designee and a Certified Financial Transitionist®.
Experience and Education
For more than two decades, Suzanne has served as a trusted partner to clients as they navigate divorce, death, retirement, inheritance, legacy planning and the day-to-day challenges life can bring. Her passion lies in being an advocate for clients as they develop goals, and she creates plans that use a range of strategies to help clients meet those goals. Suzanne works with high net worth individuals, families and foundations. Previously, Suzanne was cofounder and director of Adams Hall Wealth Advisors.
She holds a bachelor’s degree in finance with an emphasis on financial planning from Northeastern State University.
Suzanne has been quoted recently in the following articles:
Suzanne works with a cause close to her heart, organ donation, as a member of the LifeShare of Oklahoma governing board of directors. She also serves on the board of directors for Opportunity School and Panhandle-Plains Historical Museum.
In her spare time, Suzanne enjoys attending charitable events in her community as she supports many. She also loves to travel, hiking and spending time with family.