About Susan
Susan works one-on-one with clients to make a positive difference in their lives, using the skills she honed managing corporate portfolios to offer sound financial advice and professional investment management.
She loves the challenge of connecting the dots in a client’s financial life to provide a comprehensive plan showing how they can accomplish their goals. She often runs analyses to illustrate how different life choices can change the outcome of a financial plan, providing clarity that helps clients make sound decisions.
Susan has served on the executive board of the Financial Planning Association of the National Capital Area. Originally from England, Susan enjoys spending time with her family, traveling, and being outdoors.
Education and Professional Milestones
- Oxford University - Bachelor’s Degree in French and Russian Literature
- University of Texas at Austin - MBA in Finance
- Has held roles as senior vice president and senior wealth advisor at Focus Wealth Management and in corporate treasury, fixed income investing, and banking operations at Fannie Mae, Freddie Mac, and Capital One
Susan works one-on-one with clients to make a positive difference in their lives, using the skills she honed managing corporate portfolios to offer sound financial advice and professional investment management.
She loves the challenge of connecting the dots in a client’s financial life to provide a comprehensive plan showing how they can accomplish their goals. She often runs analyses to illustrate how different life choices can change the outcome of a financial plan, providing clarity that helps clients make sound decisions.
Susan has served on the executive board of the Financial Planning Association of the National Capital Area. Originally from England, Susan enjoys spending time with her family, traveling, and being outdoors.
Education and Professional Milestones
- Oxford University - Bachelor’s Degree in French and Russian Literature
- University of Texas at Austin - MBA in Finance
- Has held roles as senior vice president and senior wealth advisor at Focus Wealth Management and in corporate treasury, fixed income investing, and banking operations at Fannie Mae, Freddie Mac, and Capital One