Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Investment Management
  • Social Security Retirement Benefits
  • Saving for Education
  • Women's Financial Strategies
  • Charitable Giving
  • Tax Planning Strategies
  • Family Finances
  • Business Retirement Plans
  • Intergenerational Planning
  • Sustainable and Responsible Investing
  • Investments
  • Estate Planning Strategies
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMA® Accredited Portfolio Management Advisor℠
  • Juris Doctorate

Education

  • • J.D., Summa Cum Laude, Indiana University School of Law 1992
  • • B.A., Purdue University 1986

Interests

In addition to doing the work she loves, Susan enjoys playing disc golf, basketball and regularly hikes and practices yoga.

She serves on the Board of Directors for the non-profit organization Prosperity Works.

Susan is an accomplished seminar speaker, who has presented on the basics of Wills, Trusts and Estate Planning, Financial Planning, Social Security and other topics.

Susan is an attorney licensed in New Mexico, and assists clients and others with basic estate planning, including Wills and Powers of Attorneys.

She has been a member of the Society of Financial Service Professionals since opening Q Financial Planning in 2010.

Community participation

Susan has served as a member of the board for non-profit organization Prosperity Works since 2014.