3720 Davinci Court, Suite 150
Peachtree Corners, GA 30092
I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me to recommend products and strategies designed to meet their current, and most importantly, future needs.
I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:
- Retirement income strategies
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
When I am not connecting with clientsor businesses, you can find me spending time at an Atlanta Kennel Club Dog show, training one of my rescue dogs, teaching myself to sewor remodeling our home.
I am also the Regent for a local chapter of the Daughters of the American Revolution, where we volunteer countless hours in supporting our community, our nation's veterans, local schools and promote child and adult literacy.
When we aren't exploring Georgia, my husband and I enjoy watching UGA football or heading out to the local farmers market on the weekends.
Trust Services provided by The MassMutual Trust Company, FSB, a wholly owned stock subsidiary of Massachusetts Mutual Life Insurance Company (MassMutual).
MBA, George Fox University
BS, University of Oregon
Antiquing with my husband
Affiliations & Memberships
Alpha Chi Omega
Daughters of the American Revolution
Atlanta Kennel Club
- Student Loan Refinancing
- Business Owners
- Group Benefits
- Financial Education
- Retirement Strategies
- Insurance Strategies
- Investment Strategies
- Risk Management Strategies
- Estate Planning
Check the background of this investment professional on FINRA’s BrokerCheckSee Susan’s Licenses and Disclosures