Suzanne Tonelli

Suzanne Tonelli, RICP®, is a seasoned financial professional with over 14 years of experience in the financial services industry. Currently serving as a Financial Representative at CUNA Mutual Group since February 2014, Suzanne specializes in reviewing, analyzing, and implementing financial plans, with extensive knowledge of retirement plans such as 401(k)s, 403(b)s, and IRAs. Notably, Suzanne has achieved recognition in the President's Council in 2015, 2016, 2018, 2021, and 2022. Prior to CUNA Mutual Group, Suzanne held the position of Financial Consultant at UW Credit Union, providing clients with advice on retirement and estate planning, and worked as a Licensed Banker at Associated Bank, focusing on customer relationships and cross-selling financial products. Suzanne holds a Bachelor of Business Administration in Finance from the University of Wisconsin-Whitewater.