About Me

Susan is dedicated to helping individuals and families achieve their financial goals and plan for a secure future. With over 20 years of experience in the financial services industry, Susan has developed a deep understanding of the challenges that clients face when it comes to managing their finances.

Susan takes a comprehensive approach to financial planning, working closely with clients to develop personalized strategies that are tailored to their unique needs and goals.

Whether clients are starting out, starting over, planning for retirement, saving for education, or looking to build wealth for the future, Susan provides expert guidance and support every step of the way.

In addition to her expertise in financial planning, Susan is committed to providing exceptional client service. She takes the time to listen to clients' concerns, answer their questions, and provide the information they need to make informed decisions about their finances.

Susan holds Masters in Financial Planning and is a member of the Financial Planning Association (FPA). She stays up-to-date on the latest developments in the financial services industry through a rigorous professional development each year.

When Susan is not working with clients, she enjoys spending time in nature, with the family or going to the movies. Whether it's hiking in the mountains or spending time with family and friends, Susan believes in living life to the fullest and helping clients do the same

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