Areas of Expertise:
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.