Sue Kersbergen

Engagement Partner

Areas of Expertise:

Banking and Finance
Budgeting and Forecasting
Financial Modeling
Projections, Analysis and Reporting
Venture Capital
Merger and Acquisition
Valuation Analysis
Board Representation
Non-Profit Accounting
Exit Strategies

Recent Engagements:

Rainbow Community School, a Private K-8 School in Asheville, NC
Rebalance 360, National Wealth Management Firm
Chai Pani Restaurant Group, Restaurant, Food Service, and Distribution
Pisgah Legal Services, Non-Profit Legal Services

Previous Experience:

Wealth Counselor, Boys Arnold (Asheville, NC)
CFO, Episcopal Diocese of Western North Carolina (Asheville, NC)
SVP, Wachovia Corporation (Charlotte, Asheville, NC and Tampa, FL)

Sue’s background combines strategic and tactical financial experience with both non-profit and for-profit organizations. Before joining Kaplan in 2021, Sue worked with wealth management firm, Boys, Arnold & Company. Before that, she spent seven years as CFO for the Episcopal Diocese of Western North Carolina, and 17 years in various capacities with Wachovia Corporation (now Wells Fargo), including five years as Senior Vice President.

Sue’s multi-faceted background provides her with an unparalleled ability to advise business owners, providing comfort through comprehensive strategy and solutions.

"I love being able to jump in at a company and make an immediate financial difference."

—Sue Kersbergen

What People Say About Sue

Client Testimonials

“We hesitated to bring on a Fractional CFO. After we drug our feet, we were like ‘WOW! Why didn’t we do this sooner?’ Sue couldn’t have been better!”

Meherwan IraniThe Chai Pani Restaurant Group

"Sue did a great job running point on key initiatives. She was more like a CFO and COO. Better yet, she understood change could make our team nervous; so she implemented changes in a calm, soothing way – explaining the numbers – which earned her substantial credibility within the firm.”

Scott PuritzReBalance 360 (Wealth Management in Washington D.C.)