Team Bleier, Office Manager and Director of Operations
Suzanne J. Herko-Tordai joined Montage Wealth Management in January of 2019, becoming both the Office Manager and Director of Operations for “Team Bleier”. She is responsible for, and oversees, the servicing and support of MWM clients, while enhancing our “value add” proposition to the overall client experience. She also offers direct support and collaboration to Founding Partner Bob Bleier and Wealth Advisor Chuck Constantino. In addition, preparation for MWM meetings as well as the day to day operations of our office allows for Suzanne to touch a number of our clients each day.
Suzanne brings over 20 years of unique experience in the insurance and investment industry. She is responsible for the implementation and execution of the MWM planning process and oversees all client communications. She has an extensive industry background and has worked with a wide variety of companies and their financial service products, enabling her to provide extreme proficiency to clients in all areas of planning and product knowledge. Furthermore, she champions the execution of client plans and facilitates putting those plans into action. As part of our high-quality service team, Suzanne currently holds a New York State License for Life, Accident and Health Insurance, Property and Casualty Insurance, and is a valued Notary Public.
Suzanne and her husband Laszlo live in Webster with their three children: Austin, Annabelle and Elliott. In addition to her favorite activity of being a mom, you can also find her teaching group fitness classes at the Greater Rochester YMCA, enjoying the outdoors, playing tennis, running and spending quality time with friends and family.