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Expert teams dedicated to family office services, trust administration, investment research, investment consulting and performance reporting.
Susan serves as a Wealth Planner at Oxford Financial Group, Ltd. She began her career in public accounting focused on the taxation of high net worth individuals and has utilized that background and experience in her role as a Wealth Planner.
Wealth planning is a uniquely personal endeavor. I enjoy the opportunity to provide clarity and simplification around a client’s planning, so they fully understand the impact on their family and long-term goals.
Prior to joining Oxford, Susan was a Wealth Strategist for Mirador, a multi-family office that is a division of Fifth Third Bank. In this role, she served as a technical resource and assisted in the creation of multi-generational wealth plans and wealth strategy illustrations.
Susan earned a Bachelor of Science degree in Accounting and a Master of Science in Taxation from Grand Valley State University. She currently serves as the Treasurer of the Killgoar Foundation, an endowment fund that provides financial support to Immaculate Heart of Mary School through tuition assistance and general funding.
Susan is a Grand Rapids native. She has two children and enjoys spending time with family and being active outdoors.