Welcome Susan!

Dear Clients & Friends,

As our practice continues to grow (largely due to your referrals – thank you!), we want to make sure we align the proper resources to support your needs at the highest level. With that said, please help us welcome the newest member of the Stonebrook Private team, Susan.

Susan joined us on October 23rd as a Client Experience Associate. You may have already had the opportunity of speaking with her, but if not please find an introduction from Susan herself below:

I grew up in Canton, Michigan where I attended Plymouth High School. In 2021, I earned an associate degree in business administration from Schoolcraft Community College. It was during this time that I fell in love with personal finance and could not wait to share all my findings with family and friends. After discovering this passion, I quickly transferred to Wayne State University where I earned my double-majored bachelor’s degree in finance and information systems management. While studying at Wayne State, I worked at a boutique Advisory and Tax firm in Ann Arbor for about 2 years. Upon graduating, I found Todd and the Stonebrook Private family! It was made very clear upon my arrival that I’d found a team that had just as much passion for wealth management as me.

Here are some fun facts about me: I come from the ultimate girl-dominated family. I have two older sisters and one amazing mother. I am the proudest aunt of four nieces and a dog mom to my girls, Daisy and Paisley. If you’re looking for me on a weekend, you’ll likely find me curled up with a book in the winter, sitting by a bonfire in the fall, or soaking up the sun in my favorite summer months. I frequently spend time in my local downtown area of Plymouth, and I love finding new restaurants to try.

I am thrilled to be the newest member of Todd and Spencer’s team at Stonebrook Private as a Client Experience Associate. I am eager to connect with each of you and learn what ways I can best serve your needs. Hope to see you around!


Susan Shelton
Client Experience Associate


Please help us in welcoming Susan to your Stonebrook Private team!

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