Susie Quiroz

Susie Quiroz is an experienced Business Office Manager and independent financial services professional based in Canyon, Texas, with a career spanning operations, accounting, HR, insurance, and client-focused financial planning. She is known for her hands-on leadership style, strong organizational abilities, and a long-standing commitment to helping businesses and individuals bring clarity and structure to their financial and operational goals.

Her journey in the financial industry began immediately after high school, when she and her husband were asked by a trucking company owner to take over part of his business. With little formal accounting experience at the time, she quickly learned bookkeeping and business operations through real-world experience. This early exposure led to an opportunity with a large accounting firm, where her strong organizational skills and attention to detail stood out. From there, she built a career working with private companies, accountants, and physicians launching independent practices, gaining deep expertise in accounting, tax preparation, insurance, HR, and employee benefits. She also gained experience in commodities trading with her husband, further expanding her financial knowledge through hands-on learning and mentorship.

She is currently an Independent Agent with New York Life Investment Management, where she provides insurance and financial products to individuals and families across Texas. With more than 23 years of experience and a strong referral-based network, she focuses on helping clients—especially younger generations—build stronger financial foundations early in life. She prefers a personalized, one-on-one approach and frequently travels to meet clients in person. Outside of her professional work, she is actively involved in her church, participates in the Society for Human Resource Management program, and continues to grow her family legacy in the business by working alongside her son, who has joined her in her current chapter.