Meet Susan

Susan Weber is a Manager of Client Relations of Aptus Wealth Planning®️. Susan has been in the wealth planning and financial industry since 1999. She previously trained as an advisor with Ameriprise Financial. She has since transitioned into the role of a Manger of Client Relations as she enjoys cultivating relationships with clients more so than building a book of business.

Susan successfully passed the FIRA Series 7 and Series 63 examinations. She holds a bachelor of science with a specialty in finance from West Virginia University.

Susan currently lives in Baldwin Township with her husband, Jason, and two children, Katie and Alex.

 

 

Favorite book: 

The Count of Monte Cristo by Alexander Dumas

Favorite holiday:

Christmas

Place Susan would most like to visit:

Alaska