Susan S. Lewis, CPA

Susan's journey in finance began at the University of Illinois Urbana-Champaign, where she earned her B.S. in Accounting. After graduating, she honed her skills at a Big Six accounting firm, gaining valuable experience in audit, tax, and consulting services. Driven by her entrepreneurial spirit and a desire to provide more personalized service, Susan established her own practice in 1986.

To further expand her expertise and provide comprehensive financial guidance, Susan obtained her Series 6, 7, 63, and 65 registrations held through LPL Financial.. These credentials allow her to offer a wide range of services, including investment management, retirement planning, insurance solutions, and more.

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At the heart of Susan's business is a deep commitment to her clients' success. She believes in maintaining strong, lasting relationships built on trust, open communication, and a genuine understanding of their individual circumstances. Susan takes the time to listen carefully to her clients, understand their goals, and develop customized strategies to help them succeed.

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Susan is a member of both the American Institute of Certified Public Accountants (AICPA) and the Illinois CPA Society, demonstrating her commitment to upholding the highest professional standards possible. She has also served on numerous boards, reflecting her dedication to giving back to her community and making a positive impact beyond her work in finance.

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