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.