Susan joined Beacon in August 2020, bringing 20 years of financial services experience.
As a CERTIFIED FINANCIAL PLANNER TM Professional with dual masters degrees in Finance and Counseling, she understands that most financial decisions reflect lifestyle, dreams and values. She takes the time to understand what is important to you, creating plans that are in alignment with your personal preferences.
Working with Dan Bonder, JD, MBA, CFP,(R) Susan provides financial planning, education on investment opportunities and guidance on retirement strategies. She has been impactful working with clients in both the accumulation and distribution phases of retirement. With her unique background, she has also helped clients in managing difficult transitions such as divorce or the death of a family member.
Susan lives in Chagrin Falls and enjoys yoga, hiking, tennis, skiing, and whitewater rafting.