Susan began her career in public accounting, where she worked on audits and prepared tax returns and financial statements for individuals and businesses. Her introduction to divorce planning started when attorney-clients began asking her tax questions as they related to their clients. Susan completed a program of study in financial planning and obtained her certification as a Certified Financial Planner and Certified Divorce Financial Analyst. Today, Susan has completed numerous cases over the years, bringing her extensive knowledge and expertise of divorce financial planning to clients and the attorneys in the central Ohio area. 

Current Licenses:

• Certified Public Accountant since 1990
• Certified Financial Planner since 1999
• Certified Divorce Financial Analyst since 2002

Member of:

• American Institute of CPA's
• Ohio Society of CPA's
• Institute of Certified Divorce Financial Analysts

Education and Training:

• Completed Collaborative Family Law Training, 2004
• Completed Certification Training from Institute of Divorce Financial Analysts, 2002
• Completed CFP Professional Education Program, 1998
• BA Accounting, The Ohio State University, 1984

Case Experience:

• Testimony given as an Expert Witness
• Financial analyst for clients in a divorce
• Financial analyst for clients working through a dissolution
• Financial analyst for clients working through mediation
• Financial analyst for client working through Collaborative Law

If you think a Divorce Financial Planner is right for you, please contact Susan to set up a consultation. It's one step closer to securing your financial future and peace of mind.