Susan G. Schildt, CFP®


Susan G. Schildt, CFP®

Managing Principal

Through over 20 years of experience in the financial services industry, including executive positions with a Fortune 100 financial services company, Susan has gained unique insights to apply to client situations.  Her educational background includes an MBA in finance from Southern Methodist University and the Certified Financial Planner designation.

Susan is a native of Fargo, ND and now lives in Dallas, TX with her husband Tim.  They have two adult daughters, both pursuing careers in the medical field.  She enjoys playing guitar and keyboards, spending time at the lake and following TCU sports and the Texas Rangers.
Direct Line: 972.960.3781

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