CFP®
CAPTRUST
Susan has been a retirement plan investment specialist for over 25 years. Susan advises plan sponsors on retirement plan strategies designed to help plan participants achieve success in retirement. As a principal and financial advisor at CAPTRUST, Susan draws upon her years of experience to assist organizations of all sizes to meet their fiduciary responsibilities related to providing an effective and meaningful benefit to participants. She recognizes that every organization has unique needs, and every retirement plan should be designed with these goals in mind. Susan is known for thriving on challenge and her technical expertise.
www.captrust.com
248.223.3722
Southfield, MI
Client Plans: 228
Participants: 150000