2 weeks ago
Financial Tips for New Parents
The birth of your first child is a wonderful time...
Senior Associate,
Relationship Manager
Susan joined CAPTRUST in 2022 from TrustCore Financial Services. In her role as senior associate and relationship manager, she draws on over 25 years of industry experience to provide outstanding client and financial planning services tailored to the needs of each individual client. Susan holds a Bachelor of Science degree in business administration from California State University
Outside of work, she enjoys taste testing her husband’s latest grilled creation, watching movies, and spending time with family and friends.
Chartered Financial Consultant®
2 weeks ago
The birth of your first child is a wonderful time...
3 weeks ago
CAPTRUST Financial Advisors announced today the addition of TrustCore Financial...
3 weeks ago
The money and property you own when you die (i.e.,...
2 months ago
If managed properly, Institutional Asset Pools (IAPs), like cash reserves...