CFP®, AEP®, CTFA
Client Advisor and Branch Manager
Susan has worked in the financial services industry for over thirty years. Prior to joining Mercer Advisors | Kanaly Trust, Susan was a vice president and trust officer with Premier Bank & Trust in Elyria, Ohio. She worked with a private trust company in Coral Gables, Florida and for Bank of New England (now Bank of America) in Boston. Susan specializes in multi-generational wealth management issues, in which she incorporates a variety of planning tools. She holds a Bachelor degree from State University of New York, a Trust Administration Certification from Bentley University in Boston and completed the National Graduate Trust School at Northwestern University in Chicago. Susan currently serves as vice president of the board of her homeowners association. Susan is on the Board of Directors for the National Association of Estate Planners & Councils (NAEPC) and also serves on the AEP® Committee and chairs the Multi-Disciplinary Teaming Committee. She continues to be a member of the National and Houston chapters of the Financial Planning Association (FPA), Houston Estate and Financial Forum (HEFF) as well as the Houston Business and Estate Planning Council (HBEPC).