Susan’s primary responsibilities are personal Trust Administration and Employee Benefit Administration, assisting clients with their Retirement, Investment Management, and Estate Planning needs. She graduated from the University of St. Thomas, St. Paul, MN, with degrees in Financial Management and Marketing Management. She also completed the Certificate in Financial Planning at the Florida State University.

Susan has been with First Midwest Bank since 2001. She has extensive knowledge of investment, insurance, estate, and retirement planning, and she uses this experience to create a coordinated approach to enhance the wealth creation and wealth preservation for individuals and their families. She also specializes in the administration of trusts and the settlement of estates.

Susan serves on numerous committees in the community. She is an active member of: The Quad City Chamber and serves as Captain of the Total Business Resource Committee, Appointed to the Scott County Condemnation Board, River Roots Live Committee member, BIX Fest Volunteer, graduate of the Illinois Chamber Leadership Academy, Junior Achievement Business Consultant, Community Foundation: Trustee Committee, CASI Hat Bash Committee member, Two Rivers YMCA Rowing Club Fundraising, HavLife Foundation: Fundraising Committee member, American Cancer Society, Bettendorf High School Parent Link volunteer. Susan also served on the Board of Directors of River Bend Transit as past Chairman of the Board, Treasurer and Chairman of the Finance Committee. Susan resides in Davenport with her husband Dan, and son Michael.

Call 309-797-7606 to get connected with Susan today.