Susan graduated from the University of Virginia with a BA in History. She holds the CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc., the CPWA® certification awarded by the Investments & Wealth Institute™, the CRPS® certification through the College for Financial Planning and the CPFA certification through the National Association of Plan Advisors.
Susan follows a five-step wealth planning process to simplify the complexity in clients' financial lives. At the heart of her philosophy is a passion to build enduring relationships with individuals, families, and businesses through her commitment to providing outstanding service. She has been in the financial services industry since 1993, with experience in both fortune 100 companies and the independent financial community. She currently holds her FINRA series 7, 9, 10 and 63 registrations held through LPL Financial and the series 65 is held with Maryland Financial Group.
Susan is also actively involved in the community, currently serving as an active volunteer at her church. Past board positions include the former Board President for Lowcountry Autism Foundation, merit badge counselor for the Boy Scouts of America and board member of the Bands of Wando Foundation. Susan and her husband, Will, live in Mount Pleasant along with their two children, Liam and Mary. Susan enjoys walking, fishing, gardening, and spoiling her two dachshunds.