Suzanne Tudor is the director of financial planning for HK Financial Services (HKFS). She provides advanced planning support for HKFS’ financial planning consultants, CPA affiliates and their high net-worth clients. She provides financial planning leadership for the firm and works with the business development team to help determine and model advanced planning scenarios for clients.
Suzanne plays a significant role in helping deepen and broaden relationships with existing clients, as well as developing new client relationships through our wealth management and planning process. She works with financial planning consultants and CPAs during the consultative discovery process with prospects and clients to understand their current situation, their goals and objectives in order to offer the most appropriate planning options. She and the business development team focus on cash flow analysis, insurance analysis, asset allocation analysis, income tax planning, charitable planning, business succession, asset protection and estate and wealth transfer planning.
CERTIFIED FINANCIAL PLANNER™ certificant (CFP®)
Juris Doctor (J.D.)
B.A. in journalism, University of Minnesota, Minneapolis, Minn.
J.D., Mitchell Hamline School of Law, St. Paul, Minn.
MBA, University of St. Thomas, St. Paul, Minn.