Susan assists families with a wide variety of wealth management needs, including estate, gift, and tax planning, financial planning, philanthropic planning and administration, and management of personal business affairs. She works closely with families and their professional advisors to ensure that all aspects of the family's wealth management plans are closely coordinated.
Prior to moving into private wealth management, Susan spent eleven years in public accounting at Arthur Andersen and Deloitte in Chicago, and Kaufman Rossin in Miami where she focused on delivering comprehensive estate, gift, tax, and charitable planning, tax consulting and compliance services for affluent families.
She earned her Master of Science in Taxation from DePaul University, and her Bachelor degree in Accounting from Florida International University. She is a registered CPA in both Florida and Illinois, a member of the American Institute of Certified Public Accountants and serves on the board of the Estate Planning Council of Greater Miami and Douglas Gardens Community Mental Health Center.