Susan has been in the financial services industry since 1996, starting her career in banking and then becoming a financial advisor in 2001. As a CERTIFIED FINANCIAL PLANNER™ professional, Susan believes that having a financial plan is the basis for achieving goals. She is a founding partner of Viewpoint Wealth Management of Raymond James.
Susan is a native of St. Petersburg, Florida and a graduate of Wake Forest University. She is a member of the Leadership St. Pete Class of 2001 and served on the Planning Committee from 2005-2009 and 2012-2013. She was the chair of the Council of Excellence for Bayfront Health Foundation from 2008-2010. Susan is a current member of the Krewe of Princess Ulele. She also serves on the Wake Forest Alumni Council and is part of the leadership team for the WAKETampa community.
Susan is married to Sean. They enjoy playing with their dog, Creasy Bear, rooting for local sports teams, and listening to live music.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.