Susan began her career in the financial services industry in 1996. She specializes in assisting clients with retirement and estate planning, risk management, and investment planning.  Additionally, she assists businesses in setting up and/or administering qualified and non-qualified retirement plans.  Susan is passionate about providing a great client experience and providing them with the tools they need to succeed.

Susan is a Certified Financial Planner certificant and is a Chartered Retirement Planning Counselor.  In addition, she has successfully completed the FINRA Series 7 and Series 63 exams.  She has also successfully completed the Series 65 Investment Adviser Law Exam, Series 31 Futures Managed Funds Exam, and completed the principal level Series 9/10 General Securities Sales Supervisor Exam. (All securities licenses are held with LPL Financial)  Susan also holds a Life, Accident and Sickness, and Variable Products insurance license in Georgia and Alabama.

Susan Founded Advanced Wealth Solutions, LLC in 2009.  She offers Securities and Advisory Services through LPL Financial, a registered investment advisor and the largest independent broker/dealer in the United States.  They are a member of FINRA/SIPC.

Susan is a member and the Treasurer of the Fort Benning chapter of the Society of the Daughters of the United States Army.  This is a non-profit organization which is dedicated to promoting friendship and support among daughters and granddaughters of Army Officers by providing opportunities for interaction.  The chapter also gives support and charitable assistance to organizations dedicated to promoting education and the integrity and esteem of veterans and active duty military.