Bio

Prior to co-founding Capital Insight Partners, Susan and Steve teamed at Merrill Lynch. Her prior experience includes work at Charles Schwab & Co. Susan has a Bachelor of Arts degree in Business Administration from Western Washington University in Bellingham, WA. She also holds a Master of Business Administration degree from the W.P. Carey School at Arizona State University. Susan handles all compliance oversight for the firm. She is a member of the Phoenix RIA Compliance Roundtable and is also a member of the firm’s Investment Team.