Susan Schwarz

Susan enjoys being a part of her clients’ financial decision-making process and works to create financial plans that enhance and protect her clients’ wealth.

Prior to joining Mariner Wealth Advisors, Susan worked for Transamerica Financial Advisors and Cascadia Wealth Management. Many of her clients were small-business owners and she decided to become a financial planner and advisor. Susan began her career as a human resource manager working in both small business and academic settings. She developed an executive coaching practice in 2001.