Susan started at CFS Investment Advisory Services in January 2019. She received her Bachelor of Commerce with a Major in Accounting from McGill University in 1991. She also received her Certified General Accountant of Quebec designation in 1998.
She began her career in Montreal, Canada, as an independent accountant, then working in the tax group at PriceWaterhouseCoopers LLP in Montreal. In 1999, Susan relocated to New York, where she worked at KPMG, specializing in preparing income tax returns for US expatriates and foreign nationals. In 2003, Susan moved to JPMorgan Chase’s tax mobility group, her then current client, assisting JPMorgan Chase employees with their tax issues when moving to the US or to a foreign country.
Susan is married with three children. She lived in Singapore from 2013 to 2015 and has travelled extensively in Asia Pacific. Her favorite pastimes include gardening and jewelry making.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, 
and 
in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
CFS Investment Advisory Services LLC is a Registered Investment Advisor ("RIA"), located in the State of New Jersey. CFS is registered with the SEC. CFS Investment Advisory Services provides investment advisory and related services for clients nationally. CFS Investment Advisory Services will maintain all applicable registration and licenses as required by the various states in which CFS Investment Advisory Services conducts business, as applicable. CFS Investment Advisory Services renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.
