Susan joined The Dove Agency as a Financial Services Associate. Susan comes to us with 20-plus years of experience in both the profit and non-profit sectors. She served as the Executive Director of Capital for Kids for over a decade. In this role, she managed and ran operations for the organization to ensure meticulous stewardship of the funds entrusted to the organization to serve its mission of supporting at-risk children. She has a background in money management as a previous Investment Associate with UBS Wealth Management.
Susan performs at a high level of efficiency in the areas of project management and bookkeeping which helps ensure that her clients achieve their goals. She is resourceful, energetic, and committed to exceptional customer service. She enjoys working with the details behind the scenes as well as working alongside her team to deliver a polished product to her clients. Susan is a graduate of the University of Texas in Austin. In her free time, she enjoys spending time with her husband and 2 daughters as well as cooking, traveling, and other outdoor adventures.
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