Susan is an experienced professional who provides financial strategies for retirement, in addition to comprehensive health and life insurance options.
In the past 30-plus years, Susan has spent time working in a variety of industries, including business, health and education – but she was drawn most to education.
In her early days, Susan owned and operated a dance studio where she taught students the tenets of discipline, hard work and having fun.
In 2011, Susan founded College4Less and became a nationally licensed college planning relief specialist. Her financial and retirement planning workshops helped families navigate the financial aid process and make college tuition part of their retirement plans.
Today, Susan helps business owners and families improve their retirement plans by creating strategies that focus on reducing taxes and helping to maximize security. That means more spendable income, and potentially less cash siphoned away by the IRS (Internal Revenue Service).
Susan is also proud to specialize in helping women, and those who find themselves suddenly single, to achieve financial independence, a renewed confidence and a plan designed so that they may live the lifestyle they are accustomed to. Through one-on-one conversations, unique insights and a genuine love of teaching, she provides her clients a tailored plan for building a strong financial future.
Susan is a graduate of the University of Colorado and holds a lifetime teaching credential from Midwestern State University. She worked as a financial representative, Registered Representative and Investment Adviser Representative at Northwestern Mutual.
Today, she is an Investment Advisor Representative with Center Street Financial Services, Inc. She holds CLU® and ChFC® designations, along with a life and health insurance license, and a real estate broker’s license.
In her free time, Susan likes to be outdoors with her family: water skiing, boating or just relaxing.