Meet Susan
Susan is a Wealth Advisor based in Hockessin, Delaware. She joined Mercer Advisors in 2023 through the acquisition of Mallard Financial Partners where she served as Director of Financial Planning. She began her wealth management career with Mallard Financial Partners in 2007 after working in education, bringing her passion for learning and teaching to her clients. Susan is a CERTIFIED FINANCIAL PLANNER® professional and earned a B.S. degree in education from Towson University and a MBA from Loyola University Maryland.
Susan’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Susan has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Multi-generational planning that aligns with your values and minimizes tax impact
- Life changes after the loss of a spouse, from estate transitions to long-term planning
- Guiding clients through living in retirement with steady income and smart planning
- Helping single women manage wealth on their own terms, with strategies aligned to their lifestyle and priorities
Her working style
Susan enjoys one-on-one interactions with clients to understand where they are in their financial journey and help them develop a path to reaching their goals. She takes the time to get to know individuals and families, devising a plan that fits them. As a parent and spouse, Susan brings understanding and compassion to her interactions with clients.
Susan in real life
What keeps you busy outside of work?
I enjoy the outdoors, swimming, reading, and biking.
What makes you tick?
The love of learning and the ability to help others learn, grow, and meet their goals.
Favorite thing about where you live?
I love the ruralness of Harford County, Maryland. It’s where I grew up and raised my three children.
Susan’s snapshots
Meet Susan’s Teammates
Christina Sheldon
Client Service Specialist
What Susan Says
Chris gets things done. She is my go-to person for helping get clients’ needs addressed. It is very important to her that clients receive accurate and timely service.
Paul Baumbach
Sr. Wealth Advisor
What Susan Says
Paul and I have worked together since 2007 serving our clients. He gave me my start in the industry. He continues to be a source of knowledge and a wonderful resource for investment advice.
Sean Heidig
Wealth Advisor
What Susan Says
Sean is a great collaborative resource. He generously gives of his time to be a sounding board and offers valuable insights into planning questions.
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