Susan is a private wealth specialist creating customized solutions for high-net-worth individuals and families. Susan's extensive expertise in estate, insurance and tax planning is the basis for the comprehensive, multi-generational plans that she develops for her individual clientele and family offices.
Susan's expertise in the life and long-term care insurance area comes from her work as a Senior Manager at Price Waterhouse, along with the many years that followed working with the brightest minds in the industry as an independent broker and consultant. Susan is the driving force behind the AICPA's Risk Management track at Engage, the annual Advanced Personal Financial Planning conference, and currently chairs the subcommittee.
Susan is also actively involved in women's empowerment to help women take charge of their personal finances, especially before any of the 6Ds occur: Death, Divorce, Disability, Disaster, Dementia and Debt. Be Prepared Not Scared® is her motto. She runs women's panels to help women share experiences, fears and best practices to increase gender equality in the industry.
Susan carries numerous professional certifications and designations, is recognized among her peers for her leadership, advocacy and philanthropy, and is a frequent speaker at industry events. Much of Susan's expertise was acquired while she was a senior tax manager at PriceWaterhouse, LLC (1987- 1992), and as a senior tax consultant with Deloitte, Haskins & Sells (1984-1987). She founded her own firm in 1992.
Susan graduated magna cum laude from Fairfield University in 1984 with a BS in Accounting, and lives with her husband in Naples, Florida. She enjoys photography, painting and traveling. She is a proud member of the Daughters of the American Revolution. She is most proud of launching her two adult children!
Susan has earned the right to use the Certified Public Accountant (CPA), Personal Financial Specialist (CFS), and Certified Financial Planner (CFP) designation.