Susie enjoys helping her clients map out a comprehensive plan for financial success. Over 30 years of working with affluent individuals & successful business owners have given Susie a knowledge base & perspective which make her an invaluable resource to her clients. Her areas of expertise include estate planning, retirement planning, charitable giving, business planning, life insurance, investment management & asset protection strategies. She has received numerous awards, spoken regionally and nationally on wealth planning topics & conducted numerous client seminars.
Susie began her education at the College of Charleston in Medical Technology. Shifting her focus to financial services, she achieved her Chartered Life Underwriter (CLU) designation in 1984, her Chartered Financial Consultant (ChFC) designation in 1985 & her Certified Financial Planner (CFP) designation in 1990. Before joining Enterprise, Susie was a successful financial planner working with affluent clients of Legacy Bank, Compass Bank & national brokerage firms.
Her community involvement includes serving on the Scottsdale Healthcare Financial Advisory Board, serving as president of the Pinnacle Presbyterian Church Foundation. She also serves on the Church’s Finance Committee and is a member of its chapel choir.
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