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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
  • Business Line Feasibility

Recent Engagements:

  • CVPath Institute, a Medical Research Facility in Gaithersburg, MD
  • Asheville School, an Elite Private Academy 
  • 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

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