For more than three decades, Susie has counseled successful professionals and families through life’s financial turning points—helping them find clarity, purpose, and lasting impact. Her practice focuses on advising executives, physicians, attorneys, and entrepreneurial families navigating retirement, business succession, inheritance, or other pivotal life events that impact and influence long-term wealth.

A CERTIFIED FINANCIAL PLANNER™ professional and NAPFA-Registered Financial Advisor, Susie combines deep expertise with thoughtful perspective and genuine care—approaching every client relationship with the same dedication and trust she extends to her own family. She is an industry leader and trailblazer as one of a limited number of women who have held the coveted CFP® designation since the late 90’s. Susie fosters alignment among clients’ legal, tax, and estate professionals—building unified strategies that translate wealth into lasting impact.

A long-standing and active member in national professional and local community associations, Susie is dedicated to advancing both her profession and community through mentorship, education, and service. Her volunteer efforts currently focus on empowering women in finance, supporting under-resourced families and youth, and promoting the mission of service animal programs that foster independence and connection.

Grounded in strong family values and a spirit of stewardship, Susie brings the same care to her personal life that she offers in her work—seeking balance, growth, and meaningful contribution in all she does.