Suzanne Tudor (AIF®, CFP®)

Suzanne Tudor focuses in the
following client markets or areas of practice:

Charitable Giving

Estate & Generational Planning Issues

Investment Advice with Ongoing Management

Retirement Plan Investment Advice

Socially Responsible Investments

Tax Planning

Planning Specialties

Suzanne Tudor is a senior investment consultant and director of financial planning at Allodium Investment Consultants. She takes a consultative approach to helping clients achieve their financial goals. She believes in tax-efficient financial planning and investing, and in developing smart strategies to help clients take advantage of tax laws that may benefit them. Suzanne chairs Allodium’s Financial Planning Committee and serves on the Fiduciary Consulting and Investment Committees.

Additional Information

Suzanne holds a J.D. from Mitchell Hamline School of Law where she emphasized estate planning, tax law and closely held corporations in her course of study. She also holds a Master of Business Administration from the University of St. Thomas. She has been awarded the Certified Financial Planner (CFP®) designation sponsored by the Certified Financial Planner Board of Standards. She has also earned the Accredited Investment Fiduciary (AIF®) designation, sponsored by the Center for Fiduciary Studies, to help her better serve clients.

Suzanne has over 35 years of experience in various positions in the financial services industry. For the past ten years, she has worked almost exclusively with high-net worth families and business owners to help them strategically develop and carry out their financial, legacy, and philanthropic plans.

Suzanne and her husband live in Plymouth. She enjoys finding calmness in her daily walks on the neighborhood trails. She also loves making home improvements and being a “DIY” person. She has two adult stepchildren and two grandsons who live in the area, and she spends a lot of time with her extended family.