Head of Wealth Planning – Western Region
Deutsche Bank Wealth Management
Susan works with ultra-high net worth clients on matters of tax and estate planning, business succession, risk management, philanthropy, family governance and legacy. Her teaching experience includes the University of Georgia Law School, the Terry College of Business, the Becker CPA Review Course and the NYU Summer Institute on Taxation. Susan makes frequent presentations across the country and her articles have been featured in leading publications.
Professional designations include JD, CPA, LLM, AEP®, TEP.