Designations and Licenses

Susan has been a Financial Paraplanner Qualified Professional™ since 2009.

Experience and Education

Susan supports a wealth advisory team in providing personalized financial solutions including wealth management, tax and estate planning, and investments to help clients achieve their goals. 

Prior to joining Mariner, she was a client service associate for Wealth Enhancement Group, where she was responsible for preparing client reviews, servicing accounts and providing customer service. Prior to that, she worked as the operations manager and also prepared tax returns for clients at PrairieView Partners, a wealth management firm. Prior to PrairieView, she spent 13 years working at H&R Block preparing personal and business tax returns. 

Susan has a bachelor’s degree in business administration from Briar Cliff College in Sioux City, Iowa. She is currently working toward her Certified Financial Planner Designation.

Personal Interests

In her spare time, she enjoys spending time at her cabin in northern Minnesota with her husband and three children.