Suzanne Cole is a Financial Consultant at Fidelity Investments, a position she has held since 2025. She has been with Fidelity Investments since 2022, progressing through roles including Financial Representative and Investment Consultant. Suzanne focuses on providing personalized financial guidance by understanding each client's unique circumstances and adapting her advice as their lives evolve. Her approach centers on building lasting relationships characterized by care, integrity, and empathy, emphasizing trust as the foundation for meaningful impact. Outside of her professional work, Suzanne enjoys boating, attending concerts, exploring culinary experiences, watching movies, caring for pets, and traveling.

Tim Keogh is an Investment Consultant at Fidelity Investments, a position he has held since 2025. He began his career at Fidelity Investments in 2012 and has served in various roles including Workplace Planning and Advice, Financial Representative, and Planning Consultant. Tim focuses on a holistic wealth planning approach tailored to meet clients' financial needs. He emphasizes building personal relationships with clients to provide service that aligns with their individual goals.