Credentials - Susan O. Curran, CPA, FLMI

Susan's career spans 25 years of industry accounting as a Vice President and as a Controller.  She has extensive experience in management in the Financial Services Industry as a Financial Operations Principal for a broker-dealer.

After receiving her B.A. in Economics from the University of Texas in Austin, Susan went on to become a Certified Public Accountant and a Fellow, Life Management Institute (FLMI),  as well as obtaining several securities licenses.  FLMI is a professional development program providing a comprehensive business education in the context of the insurance and financial industry.

Susan is happy to provide this combination of skills and experience for the service of Summit Wealth Resources clientele.