Susan Schulze CPA, CGA


Susan has over 20 years of experience in the investment industry. She started out as an advisor and then moved into a Senior Leadership role for a nationally based financial planning company. Susan has her CPA designation; prior to being in the investment industry, she was a senior auditor at a large accounting firm.

She has two core philosophies: making a difference and being better today than yesterday. Both go hand in hand and capture the very essence of how she chooses to live her life, both at work and in her personal life.

In her spare time, Susan loves golfing, but she also enjoys stepping out of her comfort zone and taking on any challenges that come her way. It is because of her philosophy that she likes to not only push herself and challenge her limits, but also challenge those she surrounds herself with to do the same and make their own mark. Whether that means challenging oneself at work, at home, or in charitable work.


  • 905.337.2227
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