Susan joined Crux Wealth Advisors in 2021 as a Senior Operations Specialist at one of our affiliate offices in Scottsdale, AZ. Efficient operations are critical for the success of any organization, and her role is essential to our team and the overall office. Susan’s detailed-oriented approach and genuine care for our clients and their financial futures are apparent with her passion for and dedication to helping others.
Each day, Susan works across our team to make improvements, where necessary, and ensures that measures are in place so that we not only uphold, but aim to exceed, the positive reputation with our clients. Susan supports two of our Financial Advisors. Her responsibilities include helping clients open new accounts and maintain existing accounts, being the first point of contact to answer various questions, assisting clients with money movement and transfers, and developing long-lasting and trusting relationships.
Susan draws from her extensive experience in the financial industry to serve our clients and team members. She previously worked for Edward Jones from 2000-2021 as the Scottsdale Senior Branch Office Administrator and has 19 years of experience in various banking industry positions.
My family is my utmost priority! I have a lovely daughter, Jayme, from my first marriage, and my husband, Edwin, and I blended families with his three daughters. I was born in Minnesota and moved to Aspen, CO, when I was in middle school and have always had an appreciation for the outdoors thanks to the beautiful surroundings, I grew up around and continue to be surrounded by in my home in Payson, AZ.
I love to golf, ride horses, and the latest activity I’ve immediately taken to is going for rides on ATVs. I’ve played in some golf tournaments and have even placed among the top five participants. Competition in any form is fun to me, and I paired that with my love of the holiday season in 2019 when I placed first in a local Christmas decoration competition.
Edwin and I love to travel together whenever we’re able. I have visited Europe, Bermuda, Costa Rica, Mexico, Belize, and my absolute favorite, St. Lucia. I love it so much that I’ve been nine times! As much as we love to travel, we also savor our time at home. You can often find me reading a great book or training my new adopted puppy, Josie.