Professional Bio:

• Certified as a Financial Paraplanner Qualified Professional (FPQP)
• BFA – Otterbein University

Susan graduated with a degree in technical theater and then retired from that career to raise her young children. You wouldn’t expect that background would accommodate a pivot into the world of financial planning, but after rejoining the workforce, Susan found that her skills of stage managing & running backstage theatrical crews, allow her to keep things organized and running smoothly for our office. From scheduling, preparing client documents, and everything in between, Susan handles the back office (or behind-the-scenes) areas of Capstone, which allows our financial advisor team more time to focus on our clients and their needs.

Some fun facts about Susan:

• For over a decade, she has owned a handmade knitting business with an Etsy storefront

• Susan is married to her college sweetheart, Bryan and they have 2 amazing daughters

• She is a proud Disney fanatic

• Susan loves jigsaw puzzles, old movies, and vacationing on the beach