Susan is a seasoned Financial Planner and Investment Advisor Representative focusing on individualized client solutions. Susan has over a decade of financial planning experience, delivering customized financial plans, retirement strategies and wealth management. Areas of financial planning include; estate, trust, tax, executive compensation, college and retirement.
Prior to joining Wealth Management Solutions, Susan was with Money Concepts Capital Corp. as a Senior Financial Advisor.She holds her Series 7, 63, and 65 securities registrations and her Life, Annuity and Health Insurance licenses. Susan has held her Certified Financial Planner® designation since 2010.
Susan is a graduate of Wittenberg University in Springfield, Ohio and attained her Master’s of Business Administration from the University of Cincinnati in Cincinnati, Ohio.
Susan is active in numerous charitable and service organizations throughout Central Ohio. She is currently serving on the board of The Zonta Club of Columbus. Zonta is an organization whose mission is to empower women worldwide through service and advocacy.
Susan has a passion for animals in need, having fostered and adopted numerous special-needs dogs.She understands the importance of never giving up on an animal that may just need love and attention as well as, a safe place to call home. Susan has hosted charity golf tournaments to raise money and awareness to end puppy mill activity in Ohio. She feels strongly that ending puppy mills would dramatically reduce the number of dogs in shelters and in pure-breed rescue organizations.
Her hobbies include travel, gourmet cooking, wine collecting, photography, spinning, golf, Ohio State athletics and spending time with family, friends and her pets.
Susan Finefrock is a registered representative offering securities and investment advisory services through Woodbury Financial Services, Member FINRA and SIPC. WFS is owned and other entities and/or marketing names, products or services referenced here are independent of WFS.