Susie M. Keaton

Your Team


Susie M. Keaton

Managing Director

  • Overview

    Susie spends most of her time consulting with clients on estate and succession plans in this area while overseeing compliance for the group. In addition, Susie works extensively with high net-worth individuals on income tax planning and compliance, law firms and closely held businesses.

  • Education

  • Professional Designations

  • Professional Memberships

  • Business Experience

  • Industry Expertise

  • Specialties

  • Associated Offices

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