Susan is a founding member of IMA Wealth, Inc., Senior Vice President, Wealth Management and Retirement Plan Specialist in our Wichita office. She possesses more than 37 years of experience in the financial services industry including 18 years with BANK IV Kansas where, prior to joining IMA Wealth, Inc., she served as Senior Vice President and Manager of the Professional & Executive Banking Groups.
Susan graduated from Kansas Newman College (Newman University) 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 earned the Accredited Investment Fiduciary (AIF®) designation through Fi360 in 2019. She holds the FINRA Series 6, 7, and 26 and the State registrations 63 and 65. Susan holds the following lines of authority in the state of Kansas: Health, Life and Variable Contracts. Susan’s community activities include serving on the board of directors of the Salvation Army and the Wichita Habitat for Humanity.