Suzanne Wheeler, CFP®, AIF®, CeFT®

Managing Director
Amarillo, Texas|Austin, Texas|Tulsa, Oklahoma

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. Previously, Suzanne was co-founder 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.

Accolades

Suzanne has been quoted recently in the following articles:

Volunteer For A Cause You Are Passionate About

5 Things Retirees Wish Someone Had Told Them Before They Retired

How Retirement Affects Relationships (& How To Thrive)

5 Retirement Issues Couples Need to Talk About Now

Personal Interests

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 Oklahoma Project Woman.

In her spare time, Suzanne enjoys attending charitable events in her community as she supports many. She also loves to travel.

Suzanne’s Offices

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