Assistant Vice President—Senior Portfolio Manager
Industry experience since 2000
  • Financial Planning & Wealth Management
  • B.S. University of Nebraska
  • Chartered Financial Analyst® designation
  • Certificate in Investment Performance Measurement (CIPM) designation
  • Member: CFA Society of Nebraska

Susan has been working in the investment industry since 2000. She currently focuses on mutual fund analysis and account management.  Susan earned a B.S. with an emphasis in Finance from the University of Nebraska and is a member of the CFA Society of Nebraska. She also completed the Certificate in Investment Performance Measurement (CIPM) program offered through the CFA Institute, the only credential of its kind.

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Investment products: Not FDIC Insured — No Bank Guarantee — May Lose Value.