Suzie Stewart’s commitment to the families of Legacy Bridge shines through every day as she manages oversight of Legacy Bridge’s Compliance Program. In her role as Chief Compliance Officer, Suzie reviews and ensures that management and employees are in compliance with all federal, state and local rules and regulations. She also takes the extra step in caring for our families by providing compliance education.
Prior to joining Legacy Bridge, Suzie served as Chief Financial Officer of Heartland Millwrights where she developed budgets, analyzed financials, monitored accounts payable and receivable, and used data to provide valuable business insights and recommendations.
Before her time at Heartland Millwrights, Suzie gained valuable financial, investment and compliance knowledge and experience while serving in various compliance and financial roles at The Principal Financial Group. While in these roles, Suzie applied her valuable skills and knowledge to the areas of annuities, life insurance, investments and pension products.
When she’s not busy maintaining financial rules and regulations at Legacy Bridge, Suzie and her wife, Mary, travel to cheerleading competitions with their two children, which keeps them all busy and “out of trouble.”
“Legacy Bridge has a very passionate staff and we will assist our clients to the best of our abilities.”