AIF®
Chief Client Experience Officer & Director of Retirement Plan Advisors
AIF®
Chief Client Experience Officer & Director of Retirement Plan Advisors
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.
Kids Yoga United is an organization I founded recently in St. Louis. Our mission is to spread yoga to children throughout the St. Louis area regardless of their ability to pay. We have a Foundations program which is a 6 week program for the schools. Throughout the sessions, we teach themed yoga classes with lessons on mindfulness, self-confidence, kindness, and tolerance.
By the time most of us walked across our high school graduation stages, we could recite the Pythagorean Theorem, name all 50 state capitals and identify the different layers of the earth. But how many could do their own taxes or identify their credit score?
We’re thrilled to announce the release of Peter Lazaroff’s new book, Making Money Simple.
A prolific writer and our Co-Chief Investment Officer, Peter has built a national reputation as an educator due to his ability to simplify complex financial topics into easily digestible lessons. In addition to running a nationally recognized blog, Peter regularly publishes articles with Forbes and The Wall Street Journal.
