Throughout her progressive career, Susan served as a catalyst for growth with a long track record of helping clients communicate their value, define their specialization, and create effective marketing strategies that attract ideal clients and grow firms consistently.
Susan is a graduate of the University of Colorado in Boulder and a Certified Business Development Coach. Through Coach U, one of the premier coach training programs in the world, she received training in the advanced group, business, and personal coaching skills. She is a Certified Business Coach with The Professional Business Coaches Alliance.
Susan is also a Certified Master Neuro-Linguistic Programming (NLP) Practitioner through NLP of California. Utilizing this training and her decades of experience working with financial planners, Susan developed a unique program that helps her client eliminate their impediments to success and unlock their potential for transformative business growth and success. Susan uses individual guidance coupled with a 3-month virtual academy to train and focus her clients to attain exponential growth.
Susan is a past member of the National Board of Directors for the Financial Planning Association (FPA) (2020-2022) and past President of the East Bay Chapter of the FPA (2016). She brings her passion for client development to her work with clients and is a frequent presenter for financial planning organizations including corporate engagements. She has presented to the Financial Planning Association at both national and local venues, as well as corporate venues including MetLife, MassMutual, National Association of Insurance and Financial Professionals Association (NAIFA), Prudential, NerdWallet, and Women in Financial Services (WIFS).
Susan’s office is in Moraga, California, and she consults with financial services professionals across the United States.
As a visionary business strategist, she is committed to both business and individual success. She continually demonstrates her ability to support her client’s optimal performance, move firms forward, and deliver ongoing results for diverse business models.
