About Susan
Susan works with her team to manage client portfolios, monitor accounts, and advise on overall investment strategies. The most satisfying part of her work is helping clients stay calm during turbulent markets.
Susan lives in the St. Louis area with her two children and three cats.
Education and Professional Milestones
-Louisiana State University - bachelor’s degree in mathematics and French
-Washington University - MBA
-Joined Focus Partners Wealth in 2015
-Has worked as a financial advisor at Edward Jones and independently
Susan works with her team to manage client portfolios, monitor accounts, and advise on overall investment strategies. The most satisfying part of her work is helping clients stay calm during turbulent markets.
Susan lives in the St. Louis area with her two children and three cats.
Education and Professional Milestones
-Louisiana State University - bachelor’s degree in mathematics and French
-Washington University - MBA
-Joined Focus Partners Wealth in 2015
-Has worked as a financial advisor at Edward Jones and independently