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:
- 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.) 
