As an Edward Jones financial advisor, it is a priority of mine to understand every client’s story. I focus on educating clients to understand the investments in terms they can understand, so they know why I suggest a specific strategy. We will partner together to find the strategy that best suits their situation.
My amazing team member, Denise Cole, and I find satisfaction in getting to know each and every client and welcoming them to our extended family. We know that finances are wrapped up in the most joyous and difficult days of our client’s lives and we are here to share in both.
I was born and raised in Montana. I grew up in a family that empowered and valued each other. Encouraged to pursue higher education, I studied finances and science at the University of Montana where I achieved a bachelor’s degree. I have continued my drive for education while attending the College for Financial Planning, where I have received the AAMS®.
I value my family above all else and am very proud of my husband, Mike, and our two wonderful children, Jack and Kathleen. Mike is the Captain of Detectives at the Missoula City Police Department and has always been my largest supporter. Jack is pursuing his own passions at University of Montana studying business. Kathleen is an incredible student athlete and will be attending UM as well.
I love participating in the Missoula community. I find the people to be engaging and diverse. I enjoy pairing with Run Wild Missoula for the Diva Day Run. I am a member of the Missoula Area Chamber of Commerce and Missoula Sentinel Kiwanis.
In my free time, I enjoy running, reading, golfing and lake time.
Many of my clients are professionals that are in their pre-retirement years and families that are trying to juggle saving for retirement, paying for college and caring for aging parents. I have found it very rewarding to work with clients from all walks of life but have found I connect particularly well with professional women.
- LGBT Finances
- Retirement Income Strategies
- Wealth Strategies
- Divorce Finances
- Portfolio Reviews
- Special Needs Financial Considerations
Phone NumberSusan Colyer at (406) 549-9340
|Mon||07:30AM - 04:30PM|
|Tue||07:30AM - 04:30PM|
|Wed||07:30AM - 04:30PM|
|Thu||07:30AM - 04:30PM|
|Fri||07:30AM - 03:00PM|
- Web Conferencing
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