Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

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

Qualifications

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

Education

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

Community participation

Susan has served as a member of the board for several non-profit organizations including Big Brothers Big Sisters of NM, Prosperity Works and Good Radio Shows.

Interests

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

She has served on the Board of Directors for various non-profit organizations.

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 with an evaluation of your current estate plan. Susan no longer prepares estate documents.

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