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.