Suzanne Wheeler, CFP®, AIF®, CeFT®

Managing Director & Senior Wealth Advisor

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. She creates plans that use various strategies to help clients meet those goals. Suzanne works with high-net-worth individuals, families, businesses, and foundations. Previously, she was co-founder and director of Adams Hall Wealth Advisors.

She holds a bachelor’s degree in finance with an emphasis in financial planning from Northeastern State University.


Suzanne was named to Forbes’ Top Women Wealth Advisors Best-In-State list in Texas, ranking # 17 in 2024, #13 in 2023 and #22 in 2022. She was named to the Forbes’ Best-In-State Wealth Advisors list, ranking #58 in Texas – North in 2024, #59 in 2023 and #74 in 2022.

Personal Interests

Suzanne works with a cause close to her heart, organ donation, as a volunteer of LifeShare of Oklahoma. Suzanne is an advisory board member of the Paul and Virginia Engler School of Business at West Texas A&M University. She also serves on the board of directors for the Panhandle-Plains Historical Museum and the Amarillo Symphony.

Suzanne enjoys attending charitable events in her community in her spare time, as she supports many. She also loves to travel, hike, and spend time with family.

Suzanne’s Offices

Best-In-State Wealth Advisors are selected for the Forbes rankings by SHOOK Research. Rankings for 2022 through 2024 were published in April 2022, 2023 and 2024 based on prior years data as of June 30.

Top Women Wealth Advisors Best-In-State are selected for the Forbes rankings by SHOOK Research. Rankings for 2022 – 2024 were published in February based on prior years data as of September 30.

Portfolio performance is not a criterion due to varying client objectives and a lack of audited data. The rankings are not indicative of future performance, and there is no guarantee of future success. For additional information, visit

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