“You don’t have to move mountains. Simply fall in love with life. Be a tornado of happiness, gratitude and acceptance. You will change the world just by being a warm, kind-hearted human being. ”
A member of Accredited’s Wealth Management group, Susan is responsible for wealth planning analysis and the execution of planning strategies.
Prior to joining Accredited Investors, Susan was an Associate Wealth Management Advisor at a national firm.
After experiencing the financial services industry from many angles, Susan wanted to find a team-based and comprehensive financial planning firm. She thrives on making personal connections with others, guiding clients through life transitions, and seeing them reach their goals.
Susan enjoys the many great events and parks Minneapolis has to offer with her husband and daughter, spending time with her family at the lake, and traveling. She currently serves as Co-President for the Twin Cities chapter of Ellevate Network, with a mission to close the gender gap in business.
University of Minnesota – B.A. in Journalism