Susan joined Baird Private Wealth Management in Fort Worth in 2010. Her career has included operations and client services, as well as branch supervision and training which has given her important background and knowledge for her current role of working directly with complex multi-generational families. She is a Certified Private Wealth Advisor CPWA® professional which is an advanced professional certification for advisors serving the most complex and successful clients and provides the latest and most advanced multi-disciplinary approaches and techniques.
Susan and her husband have three daughters. She enjoys active summer days at the lake and in Wyoming.