Susan earned her B.A. in Accounting from UW-Milwaukee. As a Wealth Planner for U.S. Bank Private Wealth Management, Susan provides goals-based wealth planning. Susan will assess a client’s goals and objectives and create customized financial strategies in the areas of retirement, education, income tax and estate planning. Prior to U.S. Bank, Susan worked in public accounting where she specialized in individual income tax preparation and planning for high net worth individuals.