CFP®, AEP®, CTFA
Senior Vice President and Relationship Manager
Susan has worked in the financial industry for over twenty-five years. Before joining Kanaly in 1997, Susan was a vice president and trust officer with Premier Bank & Trust in Elyria, Ohio and 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, where she incorporates a variety of planning tools. She holds a Bachelor degree from State University of New York. She has also earned a Trust Administration Certification from Bentley University in Boston and completed the National Graduate Trust School at Northwestern University in Chicago. Susan currently serves a member of many boards within her community, the AEP® Committee of the National Association of Estate Planners & Councils (NAEPC), the National and Houston chapters of the Financial Planning Association (FPA) as well as the Houston Business and Estate Planning Council (HBEPC).