Susan is a senior leader within the Retirement Plan services of RockWay Wealth Partners. Specializing in the knowledge and complexity of retirement plans, including 401(k), 403(b), 457(b), non-qualified, and Profit-Sharing plan designs, Susan is passionate about client care, plan impact, and fiduciary support. She works closely with clients in providing all of RockWay’s Retirement Plan services, and support.
Before joining RockWay Wealth Partners, Susan was a Vice President and Defined Contribution Specialist in Institutional Trust Services for Commerce Bank. Responsible for the trust relationship of the largest bank clients, including retirement plans, public plans, Taft-Hartley plans, separate account management, and custody relationships. Before joining Commerce Bank in 2013, Susan was a consultant with SageView Advisory Group, a privately owned national investment advisory firm specializing in investment oversight and consulting for retirement plans ranging in size from start-up to large market plans. Before SageView, Susan was vice president of retirement plans services for FBD Consulting, Inc.
Susan is an Accredited Investment Fiduciary, AIF®, and an Accredited Investment Fiduciary Analyst, AIFA®. She graduated from the University of Missouri and held her Series 65, State of MO, and State of KS Life and Health insurance licenses. Susan enjoys volunteering at her parish, Holy Spirit Catholic Church, attending baseball games with her daughter, enjoying a backyard BBQ, reading, and camping.