KS Office - 913.322.3500
MO Office - 816.455.9100
Mobile - 757.298.6379
Marketing & Business Director
Susan joined the Aspire Wealth Management team in 2017 when they opened their doors. She has over 20 years of business development experience, and brings a vast knowledge of marketing. Susan has an extensive background in customer service, and this proves to be an invaluable resource to Aspire as we grow to ensure the clients feel like family. Susan is committed to providing outstanding customer service and organizing unique, memorable events that are of the highest quality.
Susan grew up traveling as an Army brat, which provides a great foundation for her love in meeting new people. Susan lived for 20 years in the Hampton Roads area of Virginia, but decided to move to Kansas City permanently in 2010, as her parents and family are from Kansas City. She loves all sports, but is especially loyal to the KC Chiefs. Although her golf game isn’t on par, it’s one her favorite pastimes to spend time with her husband Todd. As a family they are always busy entertaining while taking care of their fun loving 3 year old, Maverick and their very inquisitive 9 month old daughter, Maddison. Susan has 1 Mini-Goldendoodle, Bentley and enjoys a great mystery, and a wonderful Chardonnay.
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Different types of investments involve varying degrees of risk including market fluctuation and possible loss of principal value. There can be no assurance that any specific investment strategy will be profitable. Our firm is not affiliated with the US Government of any governmental agency. Please visit www.ssa.gov for guidance on your individual situation. Our firm does not provide legal tax advice. Please consult a tax and/or legal professional for guidance with your individual situation.
Securities offered only by duly registered individuals through Berthel Fisher Company, LLC (BFC), member
FINRA/SIPC. Investment advisory services offered only by duly registered individuals through Aspire Wealth Management, LLC, a Registered Investment Adviser. Insurance offered through Aspire Wealth Management, LLC. BFC and Aspire Wealth Management, LLC are not affiliated companies.
Tax services are offered through Aspire Tax Center. Berthel Fisher Company, LLC and Aspire Wealth Management, LLC do not offer tax or legal advice.
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