Susan returned to the financial services industry in 2009 after losing her parents and becoming the trustee of their estate. After hands on estate management, she developed a passion for helping others during difficult times of transitions. She found that working with the whole family is critical. Susan has mastered Tax and Investment management and can explain even the most complicated situation in an understandable, relatable way. Leveraging these skills, she can assist you through
- Business Planning
- Buying or Selling a Home
- Care of a Family Member
- College Planning
- Charitable Planning & Philanthropy
- Divorce or Separation
- Expecting or Adopting a Child
- Inherited Wealth or Investment Gain
- Loss of a Loved One
- Special Needs Planning
She graduated magna cum laude from Ashford University with a Bachelors in Finance and has earned a Chartered Retirement Planning Counselor, (CRPC®) designation, and is licensed by the US Treasury to represent clients before the Internal Revenue Service as an Enrolled Agent. When she is not speaking at a seminar or meeting with clients, Susan can be found on the ice as an adult Figure Skater. In 2013, she took to the ice for the first time and has since competed at Theatre on Ice Nationals and National Showcase as well as many local competition and holiday shows. She also volunteers her time as a USFSA appointed music coordinator and announcer. And she is always available for playtime with her grandkids and godsons.
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