Susan co-founded the firm and keeps it running smoothly as our Chief Operating Officer. She brings insight to our clients in the investment realm and leads the business management and compliance functions. Susan hails from the state of Washington.

Prior to co-founding Capital Insight Partners, Susan and Steve teamed up at Merrill Lynch. Her prior experience includes work at Charles Schwab & Co. Susan has a Bachelor of Arts degree in Business Administration from Western Washington University in Bellingham, WA. She also holds a Master of Business Administration degree from the W.P. Carey School at Arizona State University. Susan handles all compliance oversight for the firm. She is a member of the Phoenix RIA Compliance Roundtable and is also a member of Capital Insight Partner’s investment team. She and her husband Brian enjoy spending time with their son and daughter.