.png?width=1080&height=1080&name=LinkedIn%20with%20Light%20Blue%20Background%20(1).png)
.png?width=1080&height=1080&name=Facebook%20with%20Light%20Blue%20Background%20(1).png)
.png?width=1080&height=1080&name=Instagram%20(1).png)
Santa Fe, New Mexico Office
-
Susan Koe is passionate about helping individuals and families towards achieving their financial goals through thoughtful, personalized planning. She believes that everyone needs a financial plan, and she finds great fulfillment in partnering with clients to help them navigate important life milestones with confidence.
-
Susan began her career at Vanguard, where she earned her CERTIFIED FINANCIAL PLANNER™ designation and spent 11 years as a high-net-worth financial planner. Her time there emphasized the importance of low-cost investing and disciplined planning. Seeking deeper client relationships and broader planning opportunities, she joined Better Money Decisions before joining EP Wealth Advisors.
-
Susan holds a Bachelor’s degree in Finance and Economics and a Master’s degree in Business. She is a CERTIFIED FINANCIAL PLANNER™ professional.
-
Outside of work, Susan enjoys hiking and traveling with her husband and two children. She is also an active volunteer at her church and her children’s school, finding joy in both community involvement and family adventures.
WE KEEP YOU INFORMED
You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.
Do You Have ENOUGH to Retire?
Retirement planning isn’t just about saving enough — it’s about knowing what “enough” really means to you. Shari Greco Reiches shares three powerful questions to help you reflect on your goals, purpose, and future.
To SKI or Not to SKI (Spend Kids' Inheritance)?
Shari Greco Reiches explores what it means to SKI (spend kids’ inheritance), and how to strike the right balance between living for today and planning for tomorrow.
A Gift that Can Grow with Your Children
Help your child or grandchild build smart financial habits early with a Roth IRA. Discover how this meaningful gift can grow over time—and spark lifelong money conversations.
SUBSCRIBE AND STAY CURRENT WITH EP WEALTH’S INSIGHTS
READ WHAT CLIENTS ARE SAYING ABOUT EP WEALTH
