Susan has been in the banking / financial industry for over 4 decades. She came to Raymond James from Wells Fargo Bank, where she worked in the affluent sector for more than 25 years.

Susan supports a team of professionals who work with clients to strategize and implement comprehensive wealth plans that help them accomplish their goals.

Born in Buffalo NY, Susan now resides in Sandy, UT with her husband Tim. In her free time Susan enjoys spending time with her family, being outdoors, hiking, travel, and live entertainment.