Susan Owens

Susan Owens is an accomplished financial services executive with over three decades of experience supporting financial planning initiatives and enhancing internal processes within the financial services industry. In her senior leadership roles, Susan has contributed to organizational growth by combining technical expertise with a client-first approach, helping financial professionals implement comprehensive, innovative planning solutions.

She is a graduate of the University of Michigan and holds a J.D., which provides a strong foundation to navigate the regulatory and legal dimensions within the financial planning space. Susan is known for her ability to communicate complex concepts clearly and effectively, helping strengthen internal programs, planning frameworks, and department capabilities.

Throughout her career, Susan has championed advisor development initiatives, business-unit growth, and enhancements to the client experience. A respected thought leader and educator, she contributes to industry research and has volunteered with organizations that support the advancement of the financial planning profession.