For Susan, the founding of WatersEdge Wealth Management was years in the making. When she talked about developing personal connections, impacting lives, creating personalized and individualized plans, it was more than words for her. It embodied her work. She builds from her clients’ values, inspiration, and vision. When she partners with a client, they create a plan that reflects the client. Relationships give purpose to the numbers in every financial and investment plan.

For this reason, a meaningful connection with the client and their family is foundational to her practice. She is passionate about her work because she knows that every day WatersEdge makes a difference in clients’ lives.

With nearly two decades of experience and an MBA from the University of Saint Thomas, Susan address her work with a tested and flexible toolkit of professional knowledge. Minneapolis is her home where she shares a love for the arts with her adult children who inspire her daily.