One of the things Susan loves about her commute – a brisk walk from Seattle’s Belltown to her office here in the Norton Building – is that she can take a different path each day. In and out of the office, Susan works to help you achieve both financial security and the flexibility to explore your own new paths, especially during a major life transition — be it exiting a business, upsizing/downsizing, or living abroad. Based on her view that retirement should be a time of positive change, Susan was instrumental in launching LNWM’s Retirement Life Planning Group.
Susan is also actively involved in the life of the city, serving on the board of the Pike Place Market Foundation. “What I love about Pike Place Market is that it is a community in the truest sense,” she says. “A wonderful market, but also a preschool, senior center, low-income housing and a food bank.” Not surprisingly, Susan is passionate about helping you support the people and communities you care about most in the most effective way possible.
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
- Washington Planned Giving Council
- Downtown Seattle Association