Susan enjoys forming solid relationships with her clients – she loves being a family’s one Financial Advisor that they know and trust. Whether it’s an opportunity for financing or planning a strategy for passing wealth to the next generation, she will do her best to help create the optimal custom result for their financial situation.
Her 27 years’ experience in banking and 17 years as an investment advisor allows her to bring the “bigger picture” into focus for individuals, families and business owners. She works hard to truly listen to both words and intent to get the best result possible. In her role as a Client Advisor, she is hands on in personally assisting clients as well as providing value through bringing in trusted specialists for them as needed.
She has been awarded the designations of Accredited Asset Management Specialist® as well as
Certified Financial Planner™. She engages with many associations, including Hampton Roads Estate Planning Council, Virginia Peninsula Estate Planning Council, both affiliated with the National Association of Estate Planners & Councils. She is a member of the Friends of the Williamsburg Regional Library Foundation Board.
Outside of the office, she has a love for her family and the outdoors. Since her children were small, they have always spent time with horses and dogs. One of her dogs is a registered Therapy Dog. He loves to ride in the car and visit with young and old. Their goal is to let people know they are loved and share a smile.
"I think one of the highest compliments I’ve ever received from a client was that the advice and assistance I gave them changed their life for the better. In this age where decisions are often made by algorithms I love still being able to work with people that I know and care for. It’s not just a job it’s about a relationship."
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Check the background of this investment professional on FINRA's BrokerCheck.