About Susan

With over 15 years of professional experience as a licensed attorney and certified public accountant, Susan brings a unique perspective to help clients navigate complex financial issues.  Her expertise includes tax planning and preparation, financial reporting and analysis, and business consulting.

Susan has served clients in a wide variety of industries, including manufacturing & distribution, construction & real estate, professional services, and nonprofit organizations.

Susan joined our Private Business Advisory (PBA) department in 2023.

Market Focus & Services:

  • Entrepreneurs / Closely Held Businesses
  • Corporate, Partnership, & Individual Tax Preparation
  • Financial Statement Review and Compilation /Financial Reporting
  • Business Advisory and Consulting

Memberships & Associations:

  • AICPA – member
  • OSCPA – member
  • Soroptimist International of Cleveland (Member from 2021 to present, President from 7/2022 to 6/2023)
  • Holy Name High School Board Member (starting in 2023)
  • Holy Name High School Finance Committee (2018 to present)
  • Holy Name High School EmpowerHer mentor program (2022 to present) –


Cleveland State University

BSBA – Accounting

Case Western Reserve University, School of Law

Juris Doctor (JD)

Case Western Reserve University

BA – Psychology