Suzi Goldman

Suzi Goldman serves as a Client Experience Specialist at Holistic Wealth Advisors, joining the firm in December 2025. She plays a key role in delivering exceptional client experiences while supporting the firm’s mission of fostering financial confidence and well-being. Suzi also provides comprehensive executive support to Founder and Owner Stacy Clifford.

With a background spanning office management, business development, marketing, training and sales in the health and telecommunications industries, Suzi brings strong organizational skills and a positive, professional presence to the HWA team.

Suzi resides in Ballston Lake with her husband, Rich, and their children, Jacob and Jena. Outside of work, she enjoys spending time with her extended family and relaxing with her cockapoo, Teddy.