Susan has been working and living in the Sugar Land area since 1972, when she moved from Michigan to escape the cold (and the unemployment). Houston has provided extensive opportunities and has provided Susan a wealth of experience. However, the foundation of her life’s work has always been working with families and helping them realize their dreams.
Susan is passionate about Financial Planning; fitting all the moving pieces together in a way that is both focused and flexible. Always looking to improve, she received her MBA in Finance from UH and obtained the CFP®, one of the most respected programs in the industry, in 2004.
Susan has been married for 40 years and has 2 fantastic children. Tahira and Jon who is also her business partner. One of Susan’s other joys is her grand kids. She has fantastic grandchildren. Spending weekends together and going on short vacations has provided a special enjoyment in this 3rd stage of life.