Meet Susan, an accomplished and mission-focused executive with a treasure trove of experience in the financial industry. With a knack for building stellar service, operations, risk management, and training and development organizations, Susan has a proven track record of success..

Susan was proud of her organizational skills used in her professional and personal life until one day they didn’t serve her anymore. She was spending way too much time trying to manage a long list of health details for her family members and she was leaving money on the table when it came to household financial decisions. She decided there had to be a better way!

Now, as the co-founder of Northstar Folio, Susan is channeling her extensive background into designing solutions that make a lasting impact on families. Whether it’s organizing health information, financial details, estate documents, or everyday living information, she is dedicated to helping people manage and actually use their personal information to make more informed decisions and live a better life!

Her motto has always been if you can’t see it you don’t know it. -Susan