Partner, Private Wealth Advisor
Susan has lived in 6 states but has been proud to call Colorado her home since 1983. She graduated from DePauw University with a BA in Math and has been a Certified Financial Planner™ for more than 23 years. She also received a certificate in Retirement Planning from the Wharton School, University of Pennsylvania. Susan is currently pursuing the designation of Retirement Income Certified Professional®; she also holds Series 7, 66 and Life Accident, and Health licenses.
Susan’s areas of expertise are comprehensive financial planning for business owners and individuals, business succession planning, and retirement income planning. She offers asset management and risk management strategies. Susan is in her element when supporting women, families, and businesses, as they build their philanthropic voice through estate conservation and charitable gifting.
To enhance her breadth of knowledge and service, Susan is an active member of the Society of Financial Services Professionals and the Financial Planning Association. She is an active board member of the Financial Industry Advisory Council.
Susan raised two daughters with her husband of 34 years and very own rocket scientist, Pete. They enjoy the outdoor advantages of Colorado with hiking, running and biking.