As a financial advisor at Carlyon Family Wealth Management, Susan's professional focus includes assisting clients through life events such as funding a major purchase, retirement cash flow, divorce...any trigger that may impact a client's financial situation. In addition to being a lead in managing client portfolio construction and oversight, she is responsible for developing relationships with other professionals and centers of influence to provide resources relative to the legal and tax environment.
Susan began her career as a financial consultant with Merrill Lynch, moving to Smith Barney in 1998. She attended Michigan State University, has earned the Wealth Management Specialist designation and is a member of the Raymond James Chairman's Council, Economic Club of Traverse City and Rotary International. Susan is married, has two grown children and enjoys hiking with her three dogs, traveling and being in or on the beautiful waters of Northern Michigan.