Susan brings 25 years of experience in wealth management, complex estate planning, and tax planning, advising high-net-worth individuals, families, and private foundations. Her career includes practicing tax and estate law at an international law firm, serving as a partner at a national accounting firm, and serving as a shareholder at a Registered Investment Advisory firm. She's known for taking complicated financial and legal problems and explaining them in plain language, then turning that explanation into a plan someone can actually follow.
Susan advises clients through major life transitions, including divorce, the death of a spouse, retirement, a business sale, or a career change.
Her work is grounded not only in technical depth, but in a firm belief that thoughtful planning begins with understanding the person behind the balance sheet. Susan integrates a coaching-oriented approach into her advisory work, helping clients identify their goals, explore their values, and examine the beliefs about money that shape their decisions. She believes informed decisions happen when expertise and empathy work together, and that sound advice should empower, educate, and strengthen—not intimidate.
Outside of her professional work, Susan’s greatest joy is her family. She is happily married to her husband, Scott, and is the mother of four children - including three in high school - which keeps life lively and interesting. At home, she’s surrounded by two dogs and a cat, loves gathering everyone around the table to try new recipes, and finds some of her happiest moments on the water, learning the ropes as a novice captain.
Community Involvement
Greater Boca Raton Estate Planning Council
Estate Planning Council of Greater St. Louis
Florida Atlantic University, Madden Center Advisory Board
Education
Washington University School of Law, J.D.
St. Louis University, B.S.B.A. Finance
Certifications
Licensed Attorney
Certified Financial Planner® (CFP®)
Certified Divorce Financial Analyst® (CDFA®)
Certified Life Coach