Suzanne Schmitz Laese
Wealth Manager and Managing Partner
Suzanne is a Financial Advisor who started at Upstate Professional Planning in 1990 after graduating from The State University of New York at Albany with distinction. With over 35 years of experience, Suzanne’s primary focus is on ensuring that her clients have a comprehensive understanding of and trust in the financial plans that are implemented on their behalf. She is committed to the continual education of her clients and to providing them with comprehensive strategies to invest, preserve, and utilize their wealth.
Among various other accomplishments, Suzanne is a past Publications Chair for the Junior League of Rochester, past President of Midvale Country Club Women's Association, and 3-time chairperson of the Flavors of Rochester, benefiting the Western New York Chapter of the American Liver Foundation. In 2016, she co-chaired McQuaid Jesuit High School's annual fundraiser, BASH, and was recognized as their Volunteer of the Year in 2018.
Suzanne lives in the North Winton Village of Rochester with her husband, Mark, and spends her summers on Canandaigua Lake. She loves to entertain, as well as ski, golf, and travel with her family – comprised of her two sons and her stepdaughter and son-in-law, who have graced her with two amazing grandchildren.