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Susanna Fraser

Client Service Associate

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Susanna Fraser

client service associate

Philosophy

I believe every client interaction is an opportunity to make someone feel welcome, valued, and cared for. Whether in person or over the phone, my goal is to ensure every client experience reflects the warmth, professionalism, and attention to detail that define our firm.

Why I Do This Work

Supporting both clients and the team behind the scenes is incredibly rewarding. I take pride in creating seamless, positive experiences and contributing to the firm’s continued success. Knowing that my work helps build trust and strengthen client relationships makes each day meaningful.

Certifications & Background

  • B.A. in Business Finance, Western Washington University

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