Broker Check

404 SW Columbia St., Ste 130
Bend, Oregon  97702 
Office: (541) 389-3624
Toll-Free: (866) 988-3624
Fax: (541) 389-3579

Susan Paltzer

Susan Paltzer

Administrative Assistant

Susan Paltzer is an administrative assistant with Paltzer Wealth Management. In this role, she handles the administrative details that make our firm run smoothly, while providing the high level of service that our clients have come to expect. 

Susan received her Bachelor of Science degree in Business Administration from the University of Colorado, Boulder, graduating with a double major in Marketing and Information Systems. She gained her professional background in technology working for Motorola, Inc.

Susan is Jake’s wife and together they have two children. Along with family activities she also enjoys hiking, running, skiing, figure skating and paddle boarding.

Through her role at Paltzer Wealth Management she looks forward to building relationships with our clients and their families to help them feel comfortable as well as confident with their planning decisions.  Please contact her at