As Client Service Manager for BSW Wealth Partners, Susan’s primary role is to facilitate a smooth, efficient, and pleasant client experience. This includes managing workflows for new accounts, executing cashiering requests, and being the primary conduit by which clients communicate needs to their advisors and portfolio managers.
Her diverse previous experience includes more than 20 years in the financial industry with a specialization in divorce financial consulting. Her earlier career path included work as a classroom teacher, farmland assessor, and professional organizer. Susan is a true native of Colorado having been born and raised in a small town in Northeastern Colorado. She earned her Bachelor’s Degree in Secondary Education at the University of Dallas.
When not at BSW Wealth Partners, Susan enjoys playing golf, hiking, swimming, reading, and traveling for fun and adventure. Her real passion is spending time with her husband, Darrell, daughters, Ashleigh and son-in law, Seth, Courtney, and Hilarie.
Education, accreditation, leadership and service:
- BA, University of Dallas
- Elder at New Hope Presbyterian Church
- Member of the Rotary Club of Castle Pines