Susan’s background as an attorney, working mom, wife, landlord, and volunteer enhances her perspective when advising her clients. Prior to becoming a Financial Advisor, she practiced law for nearly nine years in the areas of estate planning and representing closely held businesses.
Susan graduated, cum laude, from the University of Nebraska Omaha with majors in Business Finance and Banking and Financial Markets. She received her law degree from Creighton University School of Law, cum laude, with a concentration in Business, Taxation, and Commercial Transactions. She also holds the Chartered Advisor in Philanthropy® designation.
Susan and her husband Jim have two children. Susan enjoys spending time with her family and friends, traveling, audiobooks, and her 5am HIIT classes. She also serves on the boards of several local nonprofit organizations and has been a member of Rotary since 2011.