Susan received her Bachelor of Science degree in business administration from Presbyterian College and did post-baccalaureate studies in accounting at the University of Tennessee at Chattanooga. She currently leads the firm in its retirement plan and employee benefits practice and oversees the preparation of numerous fiduciary, business and individual income tax returns. Susan has over thirty years experience with retirement and employee benefit plans including the areas of planning, implementation and compliance.
She is a member of the American Institute of Certified Public Accountants and the Tennessee Society of Certified Public Accountants. Susan has served on the board of directors of Chattanooga Tax Practitioners and is a member of the Board of Deacons of Rivermont Presbyterian Church and serves as chairman of the finance committee.