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Susannah Orzolek

Financial Advisor and Chief Operating Officer

Carlson Financial

United States, Virginia, Richmond

About Me

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.

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

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