I help successful people build and leave a legacy through the vehicle of generational wealth.
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Susan owes her success to planning, persistence & determination. She had a successful career in marketing and travel for 15 years. She graduating with a Master's Degree in Finance. In 2009 she transitioned to financial services where with grit, curiosity she built her wealth management practice. In 2021, she began working with TSPN Group, helping them improve their business practices and introducing the team to ESG. Community involvement is integral to her daily life and she serves in leadership roles for 5050 Women on Boards, Merrill Women's Exchange program, Cherie Blaire Foundation, Women's Energy Network. In 2019 & 2020 she earned the President's Volunteer Service Award (PVSA). Susi was born in UK, raised in Argentina & South Africa, and has traveled globally. She consider Houston her home and lives with Biscuit, her toy poodle.