Experience Makes the DifferenceTwenty-Seven Years At The Table.
Hi, I’m Susan. As a life insurance financial professional, my core passion is to lead your family to lasting financial security through skillful conversations that result in genuine connections.
For over two decades, I have been helping people achieve their long-term protection goals. My work ranges from simple life protection to estate preservation, and solutions to business successions. My journey has come full circle after selling my financial planning practice in 2012, taking a sabbatical, and spending another decade in the claims segment of the insurance industry.
I bring protection planning success directly to your kitchen table, providing the tools, and together we find a way forward so that your family is financially protected for life. When I am not at your kitchen table, I love to spend time with my grandchildren, play golf, steward my fraction of forested land, and hike in the glorious, God-made mountains with my trusty companion Jules.
For an authentic experience and enduring solutions, let’s connect.
Granchildren
The Golf Course
Forested Land
