Susan believes that success should be measured not just by a clients financial well-being, but by how confident they feel about their future. Her mission is to help clients reach their financial goals through a personal relationship based on personalized, knowledgeable advice. In her practice she offers a broad range of financial products and services, including mutual funds and certificates, as well as brokerage services and financial planning. In the community Susan is an active participant in the Pink Ribbon Classic 2008-2011, Tournament of Hope, Swing Fore a Cure, Golfing Fore Children, Hope Fashion Show, American Cancer Society Auxiliary, Waleska United Methodist Church, Bobby Dodd, National Alliance for Mental Illness (NAMI) and United Cerebral Palsy.\nWhen not helping clients with their financial future, she enjoys spending time relaxing with her husband, Sam, their two daughters, Darby and Rowan, and their newborn son, Isaac. Susan is a Chartered Retirement Planning Counselor and has been a Financial Advisor for over 17 years. Her passion is to help clients develop personalized strategies for: retirement income, charitable giving, estate planning, tax management, wealth preservation, executive compensation and benefits. As an Ameriprise private wealth advisor, she provides clients with the support they need to identify their goals and develop sound plans for their financial future.\nSusan is a member of the Million Dollar Round Table, Financial Planning Association and Women in Insurance & Financial Services.
Like what you see? Make sure you're getting it all