9961 Brewster Lane Ste 200
Susan began her career in financial services in 1995 as a Wealth Advisor with Prudential Securities and later Morgan Stanley. Her success is the result of her proactive and collaborative approach to providing comprehensive, objective advice of the highest caliber that is customized to each client’s unique objectives and personal risk tolerance. Susan’s clients value her strong emphasis on clear, consistent and transparent communication and her ability to translate complex financial strategies into understandable concepts. Known for her genuine interest in each client, Susan’s integrity and advocacy for client’s interests is unparalleled.
Recognized in 2009 as one of Central Ohio’s “Top 20 Women You Should Know” – Sunny 95, Columbus Radio Group, 2009 based on societal contributions, Susan generously shares her talents and expertise in her community. Selected from hundreds of nominations for her selfless contributions and energetic passion for community spirit. Susan was also awarded the 2016 W.I.S.H. (Women Inspiring Strength and Hope) Woman Award. The Make-A-Wish W.I.S.H. Award honors 20 outstanding women for their career success, significant contributions to the community, and personal passion & commitment to the Make-A-Wish Foundation. She is a past President of Dublin AM Rotary, Past Assistant District Governor for Rotary District 6690, past President Leadership Dublin, and past Board of Trustees for Syntero. Susan is currently on the Board for the Community Foundation of Delaware County and President of the Dublin AM Rotary foundation.