Susan is Mallard’s Director of Financial Planning. Susan and her team provide comprehensive financial planning to individuals.

Susan joined Mallard in July 2007 and earned her CERTIFIED FINANCIAL PLANNING™ certification in 2011. She earned an MBA from Loyola University Maryland in 1993, and a Bachelor’s degree in Early Childhood/Elementary Education from Towson University, Maryland in 1986.

Susan brings her teaching background to the financial planning experience. She enjoys the one-on-one interaction with clients where she can help them understand the basics of investing as well as help them explore options for meeting their financial goals.

Susan is Mallard’s NAPFA – Registered Financial Advisor. NAPFA, National Association of Personal Financial Advisors, is a national fee-only organization.

Susan is a long-time resident of Harford County, Maryland, residing outside of Havre de Grace. She has three adult children. In her free time, she enjoys swimming, biking and reading