Susan Shoemaker, Chief Compliance Officer and Investment Advisor, manages business the way she manages life—by focusing on the best interests of those individuals who place their trust in her. In doing so, she’s able to deliver for her clients on a number of levels. Susan is a financial advocate for clients. She oversees her client’s portfolios with concern and respect, sharing resources and understanding to help clients navigate any questions or issues that may arise. She is available to assist in opening the lines of communication between client’s lawyers, accountants and advisors so the client enjoys a unified approach to their financial well-being. Susan’s ability