With more than a decade of experience in the securities industry, Susan is dedicated to helping clients feel confident and well-supported as they pursue their financial goals. Since joining Baird in 2021, she has built a reputation for providing attentive service, fostering meaningful client relationships, and ensuring a seamless experience through every stage of the financial planning process.
Susan holds Series 7 and Series 66 licenses and takes pride in delivering responsive, knowledgeable support with a focus on building trust and long-term partnerships.
Outside of her professional responsibilities, Susan enjoys spending time with family, cooking big meals, hosting gatherings in her home, and traveling.