Susan has been helping her clients achieve their financial dreams for over 20 years. During her tenure, she’s come to enjoy working with soon-to-be retirees as they transition into the next chapter of their life. She instills confidence as she takes on the task of organizing, planning and managing their money. Susan covers our Columbia & Central Valley regions, which includes branches located in: Toppenish, Union Gap, Yakima, Vancouver and Longview.