Empowering You to Make Educated Decisions.

Meet Susie


As our team’s Client Service Associate, Susan is intentional about maintaining quality client relationships. She is an asset to our team!

Susan’s financial services industry has spanned more than two decades. While in college, she studied language arts and business administration, which explains why she is well-spoken and organized.

Outside of work, she enjoys spending time with her family (especially her grandchildren) and volunteering at her church’s nursery ministry.


Favorite book:

The Hiding Place by Corrie Ten Boom

What motivates you:

The feeling of gratitude that comes with spending individual time with my grandchildren and watching them learn and navigate life.

Something on your bucket list:

Own a condo in the mountains or by the ocean

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In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.