Client Services Manager
Susan joined AIS Financial in 2013 and has extensive experience in the financial services industry. Prior to joining AIS, she was a Financial Advisor with another investment firm.
At AIS Financial, Susan plays an integral role in working towards the success of our clients. Her responsibilities include assisting with the implementation of financial planning recommendations, client relationship building, client services, and maintaining communications and compliance. She holds her FINRA Series, 7, 63, and 65 securities registrations with LPL Financial and is insurance licensed in Texas.
Susan is a 1982 graduate of East Texas State University (now Texas A&M University-Commerce) earning a BS in Ag-Business and a minor in Business Administration and Economics.
Susan and her husband, Rodney, own and operate a cattle ranch in Rains County, Texas. They have two sons, Travis and Jordan, and are members of County Line Baptist Church.
Susan holds Series 7 & 65 registrations held with LPL Financial, Group 1.