Susie earned her Bachelor of Science degree in Finance magna cum laude from Arizona State University in 1997. She began her career as an analyst with Smith Barney researching investment managers, creating asset allocation proposals and performance reporting. She then spent seven years overseas in Hong Kong with Citigroup Asset Management servicing Asia's ultra-high net worth business owners and families and later joined HSBC Private Bank working in marketing & communications for the region.

In 2011, she returned to her native Scottsdale, AZ with her husband and continues her financial services career by providing outstanding client service and support. She enjoys volunteering at pet shelters and long walks with her rescue dog Luke.

Registered States:
AK, AZ, CA, OR, TX, UT, VA, WA