Susan graduated with honors from the University of South Florida with a Bachelor of Science degree in Accounting. She received her Certified Public Accountant designation in Florida in 2002 and earned her Certified Fraud Examiner designation in 2003. Susan is a member of The Florida Institute of Certified Public Accountants and is Past President of the Gulf Coast Chapter and currently serves on the Board. She is also a member of The Association of Certified Fraud Examiners and its local Tampa Bay Chapter. Susan was appointed Notary Public by the State of Florida in 2003, appointed to the University of South Florida Sarasota-Manatee (USF S-M) Accounting Advisory Council in 2009, received the USF S-M Community Leadership Award in 2009 and received the Sarasota Five Star Wealth Managers Award in 2011 and 2012.