Chief Client Experience Officer & Director of Retirement Plan AdvisorsMeet With Susan Take Financial Assessment
Susan moved from Memphis to St. Louis in 2011 to lead Plancorp’s Retirement Plan Advisors division. Equal parts businesswoman and southern belle, she brings both expertise and eloquence to her client relationships.
Susan has more than 25 years’ experience in the pension and retirement space, including 20 years at First Mercantile Trust (now a member of the MassMutual Financial Group). Her tenure at the firm armed her with a thorough understanding of the dollars and cents side of corporate retirement planning and importance of plan design.
Since moving from Memphis, Susan has enjoyed making St. Louis her home. She joined the Professional Women’s Alliance upon moving to the city and now serves as the group’s President Elect. In her free time, Susan likes to travel, explore new restaurants and spend time with friends and family.