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Susan is a partner in Baker Tilly’s private wealth practice whose work emphasizes estate planning and philanthropic giving strategies. She has more than 20 years of experience advising affluent families and their closely held businesses, private foundations and trusts. Susan is a strong communicator who always looks beyond the numbers to focus on what is most important for each client.
Master of Accountancy
University of Oklahoma
Bachelor of Arts in geology
Carleton College (Northfield, Minnesota)