Saint Cloud West
4150 2nd Street South, Suite 180
Saint Cloud, Minnesota 56301
- Direct 320-656-3343
- Fax 320-656-3314
Susan Voeltz has served as a wealth advisor since 2002 and provides disciplined, high-quality investment management, wealth planning and trust administration customized for your unique goals. By building long-term client relationships based on prudence, responsibility and trust she helps individuals, families and nonprofit organizations establish and meet their financial goals.
Before assuming her current role, Susan served as a personal trust officer at U.S. Bank for 12 years and in trust operations at Wells Fargo.
Susan holds a bachelor’s degree from the University of St. Thomas and a master’s degree from the College of St. Scholastica. She also holds the Certified Trust and Financial Advisor (CTFA) designation.
She is a member of the Central MN Estate Planning Council, Forum of Executive Women and the Zonta International Club of St. Cloud. Susan is married and enjoys quilting, cooking and traveling.