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Susan Kagey, Private Wealth Advisor serving the Winchester, VA area - Ameriprise Advisors

Susan Kagey

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
The Myrias Group
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • BA, history & English, Case Western Reserve University, Cleveland, OH

Awards & recognition

  • The Myrias Group, Ameriprise Client Experience Award, 2021

Community participation

  • I have been a trustee at Shenandoah Valley Westminster Canterbury for the past five years. I serve on the Finance committee and attend full board meetings.
  • With my sister, I am a team leader for First Presbyterian Church's Jubilee Kitchen, a weekly free meal available to all in the community.
  • I have been a regular volunteer for Winchester Area Temporary Thermal Shelter (WATTS) week at FPC since the program began in 2010.
  • I volunteer monthly with the Highland Food Pantry.

Interests

  • I am married to Wayne, and we currently share our home with two rescue dogs.
  • I keep adding to my travel bucket list--tell me about your favorite vacation!
  • I love attending theatre and live music concerts.

Honored to be recognized in Forbes

I’m excited to share that The Myrias Group has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. This list includes top teams from across the industry who are committed to helping their clients stay focused on their long-term financial goals. Thank you to our clients for trusting us with your financial futures. And thank you to my remarkable team – your dedication inspires me every day.