Susan is a Controller for CBIZ Retirement Plan Services’ Cottonwood office. She earned a Bachelor of Business Administration from the University of Kansas and a Master of Science degree in Accounting from the University of Missouri-Kansas City. She has also fulfilled most of the computer programming course requirements for an Associate Degree in Data Processing from Johnson County Community College.
As a Controller, Susan supervises the administrative staff at the Cottonwood office. She manages the firm’s financial reporting and accounting functions. CBIZ Retirement Plan Services has been named one of PLANADVISER’S Top 100 Retirement Advisers multiple years in a row.
Prior to joining CBIZ, Susan worked for the Cottonwood Group, which was acquired by CBIZ in 2015. Susan was also an Accounting Manager with Defrain Mayer, Cottonwood’s predecessor. With over twenty years of experience in accounting, Susan has also worked with Hospice Associates of America as a Managerial Accountant. In addition, she has also worked for Emergency Medical Services, Inc. as a Senior Accountant and for the George Michale Agency, Inc. as an Accountant.
Susan lives in Leawood, Kansas with her husband Eric. She has two adult children, Regan and Loren. In her spare time, Susan spends time with her family and enjoys watching sports, working out and gardening. She also enjoys traveling, running, hiking, skiing and visiting the mountains as often as possible.
Rankings/recognition by unaffiliated rating services/publications should not be construed as a guarantee of a certain level of results if CBIZ Retirement Plan Services (CBIZ RPAS) is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by media sources are generally based on information prepared by the recognized advisor.