Susan works with clients on a gamut of financial issues, but what she truly loves is helping people manage life’s transitions. Whether you’ve just sold your business, become an empty nester or looking for calm after a financial storm, Susan helps you develop an action plan. Entrepreneurs and others new to wealth will find her approach instrumental in achieving their personal goals.
With 25 years’ experience in financial planning and trust administration, Susan doesn’t leave any loose ends when putting together your wealth-management plan. All aspects of your life are considered. And she’s especially good at forging relationships with different generations of the same family, including trust beneficiaries.
A big supporter of urban renewal, Susan is also a big advocate of retirement renewal. She played a key role in establishing LNWM’s Retirement Planning Group.
Designations and Education
- CERTIFIED FINANCIAL PLANNER™ certification
- B.A. in Journalism
University of South Carolina
Community and Industry Affiliations
- Pike Place Market Foundation - Board Member
- Financial Planning Association of Puget Sound
- Washington Planned Giving Council
- Downtown Seattle Association