Suzanne Wheeler

Suzanne Wheeler, CFP®, AIF®, CeFT®

Director & Senior Wealth Advisor

Tulsa, OK

Oklahoma City, OK

Amarillo, TX

Austin, TX

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 has a bachelor’s degree in finance with emphasis in financial planning from Northeastern State University. She is an Accredited Investment Fiduciary® designee, a CERTIFIED FINANCIAL PLANNER professional, a Certified Financial Transitionist® (CeFT®), and she has passed the Series 63 and 65 exams.

Suzanne works with a cause close to her heart – organ donation – as a member of the LifeShare of Oklahoma Governing Board of Directors, as well as Oklahoma Project Woman.