gold medallion
Susan Dingle headshot
Susan M. Dingle, CFP®, ChFC® President, Aventura Family Office Financial Advisor, RJFS

I’ve always had an interest in personal finance. As an accounting major in college, I learned how businesses rely on their accountants to help them develop healthy financial statements. But applying these principles to a family’s finances is a different story. Families sometimes get caught up in media frenzies and make decisions based on emotions rather than careful analysis. I wanted to do more. I wanted to help those families.

I first arrived in Houston in 1985 while working for a major energy company. In my role as Supervisor of Retirement Benefits I worked with hundreds of energy company employees who were saving for retirement or already retired. The company’s 401(k) plan, a significant part of their retirement benefits, offered suitable investment options yet the employees were ill-prepared to make investment decisions. I learned first-hand how lack of basic financial advice could make a difference in someone’s long-term financial success.

In 1993, I had the opportunity to join David Hill at Dean Witter Reynolds as a Financial Advisor. Together we served hundreds of individuals and families seeking financial advice for their investments. In 1997, after Dean Witter merged with Morgan Stanley, I earned the CERTIFIED FINANCIAL PLANNER and Chartered Financial Consultant® designations and was awarded the title of Senior Vice President and Wealth Advisor.

In 2005, David and I transitioned our team to Deutsche Bank Alex Brown for an opportunity to advise ultra-high net worth individuals and families. In addition to investment advice, we coached our clients in legacy planning and philanthropic strategies.

In 2010, David Hill and I co-founded Aventura Partners, now called Aventura Family Office. Our goal is to provide independent, unbiased, financial advice using a personalized comprehensive menu of services to address the ever-changing needs of families working toward their own definition of financial freedom.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Professionalism is a key to perfectionism.
Yogesh Chauhan