Iris Sui, EA

About

Iris brings a deep passion for financial planning and a strong commitment to helping individuals and families build a secure financial future.

With a holistic approach, Iris supports her clients through all stages of life—from family protection and education funding to retirement planning and estate strategies. Her broad financial knowledge and strong understanding of her clients' goals enable her to create practical, personalized solutions.

Background

Prior to her career in financial services, Iris worked as a production planner and supply chain manager at several leading manufacturing companies.

Education

Master's degree in Business Logistics Engineering from The Ohio State University.

Credentials