Susan commits her energy and passion to inspiring family and friends to live a life of significance. Her goal is always to help clients understand the importance of planning and organize their financial picture. Her studies have taken her across the world, from earning her bachelor’s degree in Psychology in Korea to obtaining her teaching license in England. Susan worked for an international school and Korean school principal for over 13 years together.
Susan’s approach to planning is to gain a deep understanding of her clients as individuals. Susan has a solid team that specializes in planning for retirees, business owners, and professionals. Her focus is on helping clients take advantage of opportunities to protect wealth so they can focus on what matters most.
Susan has qualified for the MDRT (Million Dollar Round Table) many times and is a recurring member of Guardian’s Leaders Club. As an impact financial representative and partner of Guardian, she dedicates herself to setting a splendid example and positively influencing her colleagues and clients. No matter what obstacles are in the way, her commitment to loyalty and hardworking attitude are the keys to success.
Growing up in a musical family, Susan has a lifelong love for music and art, as it allows her to express appreciation for life’s beautiful gifts and to share that joy with others. Susan is married to her intelligent husband Sonny, who is a lawyer and member of the California Bar Association and they have a beautiful daughter, Isabelle, who is famous on social media. The three of them love to travel all over the world and are actively involved in their churches and communities.