About

A native of the Piedmont Triad area, Susan graduated from UNC-Chapel Hill in 1993 with a B.A. in Political Science.  After working in the textile business for 5 years, Susan went to Law School at the Norman Adrian Wiggins Campbell University School of Law and graduated in 2001.  Upon graduation, Susan went immediately into the banking and wealth management field, where she worked with corporate trustees in trust and estate administration and investments.  While working with large, regional and community banks, she gained the bulk of her experience in estate and financial planning, fiduciary management, trust administration, estate settlement and business planning.  Susan has worked with trust accounts and estates with clients ranging in net worth from $100,000 to over $10 million.  Also, while in the corporate trustee world, Susan built great relationships with clients of all types and all kinds of situations, both personal and financial.  She went through all life cycles with many of them: births, deaths, marriages, divorce, remarriages, retirement, sales of businesses, etc.  Many of these former clients are current dear friends, and she is certainly honored to say that.  After much thought and planning, she decided to open her own practice in Oak Ridge.  Susan has lived in Oak Ridge since 2001.

 

 

 

Member:

North Carolina State Bar

North Carolina Bar Association Estate Planning and Fiduciary Law Section

Greensboro Bar Association

Oak Ridge Military Academy Board of Trustees, Secretary

Oak Ridge Merchants Association, Board Member

 

 

  

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