CFP®, Senior Vice President and Retirement Plan Specialist
Susan is a founding member of IMA Wealth. Based at our Wichita office, Susan also serves on our board of directors. She possesses more than 33 years of experience in the financial services industry including 18 years with BANK IV Kansas where, prior to joining TrueNorth in 1999, she served as Senior Vice President and Manager of the Professional & Executive Banking Groups. Susan graduated from Kansas Newman College (Newman University), in 1980 with a Bachelor of Science and Bachelor of Arts in Business Administration and History. In addition, Susan is a graduate of the University of Wisconsin at Madison’s Graduate School of Banking and in 2008 earned the Certified Financial Planner (CFP®) designation. She also holds the FINRA Series 6, 7, 26, 63 and 65 examinations. Susan’s community activities include serving on the board of directors of the Salvation Army and the Sedgwick County Historical Museum.
Office: 316-266-6576 | Mobile: 316-259-3538 | firstname.lastname@example.org