Susan leads the retirement plan investment consulting practice for Plante Moran Financial Advisors (PMFA). She specializes in helping plan sponsors meet their fiduciary responsibilities and helping her clients ensure they provide great retirement plans for their staff at reasonable costs. Known for her broad knowledge related to serving plan sponsors in an ever-changing, highly regulated discipline, Susan's 18 years of investment consulting experience includes 14 years focusing on serving retirement plan clients. For the last year, Susan has focused on helping clients wade through the recent Department of Labor regulations to assist clients in understanding fees, reviewing available methods of charging fees, and determining if the fees they’re paying are reasonable for the services they’re receiving. She recently served as a member of PMFA’s research committee.
Susan has had the opportunity to speak at the ASPPA national conference, various industry events, and most recently at the MACPA focusing on fiduciaries and their investment and fee responsibilities. In 2004, she was named a finalist for “Retirement Plan Advisor of the Year.” She has a B.B.A. and M.B.A. from Wayne State University.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.