Susan serves as a Wealth Manager, working directly with her clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life including investments, tax planning, risk management, retirement, employee benefits and estate planning.
Susan brings more than 20 years of experience in the financial services industry to her clients. Prior to joining Creative Planning, Susan was the founder and Managing Principal of a large independent registered investment advisory firm headquartered in Dallas. She has previously served as a Senior Vice President and National Director of Planning for a Fortune 100 company, helping oversee the third largest independent broker dealer in the country
Susan earned a Bachelor of Business Administration degree from Texas Christian University. She also holds a Master’s of Business Administration degree from Southern Methodist University. Susan is a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards.
In her spare time, Susan plays keyboard and guitar, and she and her husband, Tim, enjoy concerts as well as participating in watersports and lake activities. They also enjoy traveling to see their two adult daughters and friends.
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