Accredited Investors Wealth Management®
Susan Jensch, CFP®, serves as the Associate Lead Wealth Manager at Accredited Investors Wealth Management® since April 2019, bringing extensive experience in financial planning and custom portfolio management. Prior to this role, Susan held positions as a Wealth Manager and an Associate Wealth Management Advisor at Northwestern Mutual. Susan's career includes freelance copywriting for financial publications and roles at UBS as a Registered Representative, CBRE as a Client Services Coordinator, and the American Cancer Society in Community Relations. Susan's academic background includes a Bachelor's degree from the University of Minnesota in Journalism and Mass Communication, along with a Financial Planning Certificate from Minnesota State University, Mankato.
Accredited Investors Wealth Management®
Accredited Investors Wealth Management® provides an invaluable service by pairing the breadth and depth of our collective financial planning expertise with a thorough knowledge of our clients’ lives. Our services are best suited for those in the Twin Cities and connected communities around the country who value our team approach and willingness to engage in deep relationships. Our team is comprised of professionals with wide-ranging backgrounds in accounting, law, investment research, banking, and philanthropy, all working together to craft personalized strategies for each client family. We have a profoundly collaborative culture valuing the collective “we over me” team mindset with a group of multigenerational owners serving multigenerational client families. We created the widely acclaimed Wealth Management Index™, which guides meaningful conversations about money and values, leading to personalized and proactive planning strategies. Going through this process together empowers our clients to spend their lives wisely. Founded in 1987, Accredited Investors Wealth Management® manages approximately $3 billion of investment assets as of 12/31/2022. Spend Your Life Wisely™ For important information and disclosures, please visit: accredited.com/disclosures