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.