“Our clients are my favorite part of this job. Everyone is unique. It’s rewarding to see their achievements – whether that’s a new job or the retirement they’ve been planning for, or trips they’re taking, or the fact that they’re getting to spend more time with their family.”
Susan joined LWP in 2008, and is a long-time Paraplanner with our firm. Currently, she works part-time as she balances her dedication to her career and the needs of her young family.
Susan has a strong eye for detail and accuracy is her watchword. Her key responsibilities include pulling together information before a client meeting, regulatory tasks, and client billing. She has a special gift for process improvement, consistently looking for ways we can serve you better.
As many of our clients will attest after working with Susan throughout the years, her organizational capabilities and knowledge of the business is a great catalyst in ensuring that LWP continues to deliver world-class service to our clients.
Susan has passed the Series 7 and 66 securities exams. Susan graduated from Gustavus Adolphus College, where she earned a Bachelor of Arts in Sociology and Anthropology. She was active in her sorority, Delta Phi Omega, and in-service activities such as the March of Dimes and the Susan G. Komen Breast Cancer Benefit.
In addition to relishing the role of being parents to their young children (Logan and Ellie), Susan and her husband enjoy traveling, particularly to warmer climates in the winter. In the summer, they explore Minnesota, including up north getaways, local lakes and beaches, live outdoor music, and local wineries.