Susan Shelton

Client Experience Associate

Susan’s Story

As a member of Stonebrook Private’s Client Service team, Susan is tasked with delivering exceptional service to our trusting clients. In her role, she helps with new client onboarding, day-to-day account maintenance, cash requests, and a myriad of other tasks that keep our client’s financial lives running smoothly.

Prior to joining Stonebrook Private in 2023, Susan worked at a boutique Advisory & Tax firm in Ann Arbor for several years. She holds a Bachelor’s degree in both Finance and Information Systems Management from Wayne State University. Susan is the proudest aunt of four nieces and a dog mom to her girls, Daisy & Paisley. Outside of the office, you are likely to find her curled up with a book in the winter, sitting by a bonfire in the fall, or soaking up the sun in the summer months.

Susan’s Goals

  • Own a camper and a boat to explore Michigan campgrounds and lakes.
  • Complete bucket list of artists to see live in concert.
  • As an Aunt of four nieces so far, she looks forward to starting a family of her own.


Curious about learning more?

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