Over the past 20+ years, Susan has worked closely with women to help them take control of their financial futures. Too often, traditional financial services overlook what matters most: the desire to feel heard, supported, and understood on your financial journey. She begins every relationship by listening and creating plans that are deeply personalized and designed to evolve alongside your life.
With an MBA from the University of St. Thomas and credentials as an Accredited Investment Fiduciary (AIF®), Susan brings tested experience and clear guidance to every client relationship. She's been recognized as a Five Star Wealth Manager for six consecutive years, and was named one of Finance & Commerce’s “Top Women in Finance” in 2022. What motivates her most is the connection she builds with each client and the opportunity to make a meaningful difference in their lives.
Minneapolis is home to Susan. It’s where she spends time with her adult children and shares a love of the arts. They inspire her daily to keep building a practice where women can feel confident in their choices and connected to their wealth.