Empowering clients through a collaborative financial planning process.
As Vice President Wealth Advisor, Susan provides high-level financial guidance and strategic planning to help clients achieve their long-term goals and objectives. Additionally, she specializes in developing and implementing effective succession plans to ensure a smooth transition and continued success for business owners. Susan takes a collaborative approach to financial planning, ensuring her clients are fully engaged and motivated to achieve their goals.
Experience
- Started working in the financial services industry in 2010
- Joined Johnson Financial Group in 2024
- Graduated with a Bachelor of Arts from UW-Whitewater, a Master of Science from UW-Milwaukee and a law degree from Marquette University
Certain advisors are employees of Johnson Bank and Johnson Wealth, Inc. Additional information about Johnson Wealth, Inc. and its advisors is available on the SEC’s website at www.adviserinfo.sec.gov. Johnson Financial Group and its affiliates do not provide legal or tax advice. Please consult your own professional advisors.
Ask Me About
- Business Succession Planning
- Estate Planning
- Retirement and Financial Planning
- Wealth Strategy
Community Involvement
- Longtime resident of Milwaukee
- Served as a Director of the National Certified Financial Planner Board of Standards, the Waukesha Estate Planning Council and the Planned Giving Council of Eastern Wisconsin
- Volunteered for Legal Action of Wisconsin and the Marquette Legal Clinic