Dedicated. Eclectic. Adaptable. A first-rate mentor with a perpetually inquisitive mind.
An intellectual magpie, Susan embraces complex questions with fervor. With a bachelor’s in theater and a master’s in accounting, she adroitly draws on the collaborative spirit of the stage and the technical rigor of accounting to serve as one of our top leaders and go-to mentors.
With a knack for strategizing and detecting concerns, Susan is keenly committed to helping clients achieve their goals. Working with individuals, families, and small and mid-sized businesses, she helps clients navigate their tax and financial journey while facing challenges with aplomb.
Raised in New Orleans, Susan’s own path has taken her to a picturesque Connecticut college town, cross-country to sun-soaked San Diego, and finally to beautiful Portland. Here, she continues her journey, walking miles of urban trails year-round and swimming the Willamette summer mornings with fellow river huggers.