Susannah has been a member of the Carlson Financial team since August 2018 as a Statistical Analyst. She soon transitioned to an advisor role in order to spend more face-to-face time with Carlson clients. She has spent 9 years working in data analysis and combines this attention to detail and planning with her love of working closely with people to build strong and reliable relationships with our clients. When she's not working, Susannah enjoys board games, hiking, and spending time with her family and 2 wonderful dogs.
Susannah Orzolek
Financial Advisor and Chief Operating Officer
Carlson Financial
United States, Virginia, Richmond
About Me
Profile Information
Financial Advisor and Chief Operating Officer
Carlson Financial
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Richmond
Virginia
United States
Oct 12, 2025
Keylinks
More profiles to browse
Robert Barton
Investment Advisor Representative
Anna Carlson
Financial Advisor
DM
Dan Moylan
Chief Investment Officer
Marissa Waldron
Financial Planner
You Might Like
NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
PM
Prtima MISHRA1
Software Engineer
PA TEST
JH
Jamie Heisch
Investment Associate
Silicon Valley Community Foundation