Susan has over 15 years of experience in financial services. Most recently, she worked for Lincoln Financial Advisors as a Senior Retirement Plan Consultant for over 12 years. During her tenure at Lincoln, Susan provided financial and retirement plan education, risk management and comprehensive financial planning to her clients. She specialized in working with employees of large healthcare institutions and helping them balance their long-term goals with day-to-day choices.
Susan values her relationships with her clients and understands the importance of getting to know them well. After working closely with a client to determine their goals and risk tolerance, she carefully analyzes all the working parts to deliver a simple, approachable and sustainable financial plan applying the principles of risk management.
Susan received a Bachelor of Business Administration from the University of Kentucky, with a major in Marketing. She holds the CRPC (Chartered Retirement Plan Counselor) and CRPS (Chartered Retirement Plan Specialist) designations from the College for Financial Planning. Susan is licensed to provide financial advisory & insurance services to clients in Kentucky, Indiana, Ohio and Illinois. She has also been published as a guest contributor in Business First magazine.
A Louisville native, Susan resides in her hometown with her husband Matt and three children.