Susan brings over 35 years of operations and technology management experience to the RIA and wealth management community. As an independent consultant without vendor allegiances, her focus is on the best operational structure and technology to support the firm’s growth strategy. Expert project management advice and liaison to vendors has resulted in successful technology decisions, implementations, and conversions.

Her deep and significant experience in the industry includes serving as vice president of operations for an investment advisory firm. Additionally, she held various positions and consulting roles in the financial services industry including banking, consumer finance, and insurance organizations.

Susan’s passion for educating advisory firms has led to many articles on successful practice management and technology solutions. These have been published in various industry-leading resources including Barron’s, Morningstar, Advisor Perspectives, and Private Asset Management.

Susan earned a bachelor’s degree in accounting and finance from Northern Illinois University and a master’s degree in computer science and management information systems from DePaul University. She is a mother of two grown daughters, an avid cook, and enjoys spending quality time with her husband Steve.