Dallas-Maple Avenue, Texas Office
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Susan joined EP Wealth Advisors in 2024, having been in her role of client services for the Graham, TX office for 17 years.
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Susan's unique background has provided a perfect mix of analytical expertise and people skills to provide an exceptional client experience. Those that have worked with her over the years recognize her dedication to clients and their well-being, both personally and financially.
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Holding a Master's Degree in History, Susan is able to problem-solve to help each client through research and data. A believer in education, Susan enjoys working with clients to aid in growing their overall knowledge of their investments. With classroom experience under her belt, Susan is the consummate teacher and appreciates every opportunity to work with the clients she serves to enhance their understanding of investment topics.
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When Susan isn't working tirelessly for clients, she enjoys dance, and all things history related. She shares her passion through volunteering as a living historian for Fort Belknap. Susan delights in old buildings and their craftsmanship and the stories held between the walls. In her spare moments, Susan enjoys sewing and quilting.
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