Susan is a private wealth specialist creating customized solutions for high-net-worth individuals and families. Susan's extensive estate, insurance, and tax planning expertise is the basis for the comprehensive, multi-generational plans that she develops for her clientele and family offices.

Susan’s expertise in the life and long-term care insurance area comes from her work as a Senior Manager at Price Waterhouse and the many years that followed working with the industry’s brightest minds as an independent broker and consultant. Susan is the driving force behind the AICPA’s risk management track at Engage, the annual Advanced Personal Financial Planning conference, and currently chairs the conference subcommittee.

Susan is also actively involved in women's empowerment to help women take charge of their finances, especially before any of the 6Ds occur: Death, Divorce, Disability, Disaster, Dementia, and Debt. Be Prepared Not Scared® is her motto. She runs an annual women’s panel at Engage to help women share experiences, fears, and best practices to increase gender equality in the industry.

Susan carries numerous professional certifications and designations and is recognized among her peers for her leadership, advocacy, and philanthropy, and is a frequent speaker at industry events. Much of Susan's expertise was acquired while she was a senior tax manager at PriceWaterhouse, LLC (1987- 1992), and as a senior tax consultant with Deloitte, Haskins & Sells (1984-1987). She founded her firm in 1992.

Susan graduated magna cum laude from Fairfield University in 1984 with a BS in Accounting and lives with her husband in Naples, Florida. She enjoys photography, painting, and traveling. She is a proud member of the Daughters of the American Revolution. She is most proud of launching her two adult children!

Susan has earned the right to use the Certified Public Accountant (CPA), Personal Financial Specialist (CFS), and Certified Financial Planner (CFP) designation.

Lisa Stone is a Principal and Financial Advisor in the Senior Investment Advisor Group in Bernstein's New York office. She works with high-net-worth individuals and families, trusts, estates, foundations, and pensions, thoughtfully guiding each client in developing a long-term investment plan in light of their objectives. Lisa is also an expert in advising on the issues associated with concentrated stock positions and strategies to maximize after-tax returns.

Moira A. McLachlan is a Senior Investment Strategist with Bernstein’s Wealth Strategies Group and located in the Miami office. She is a member of the firm’s Private Client Investment Policy Group, which provides asset allocation, investment and risk management advice for high-net-worth clients, endowments and foundations. Prior to joining Bernstein, Moira was a portfolio manager with Hansberger Global Investors, where she was responsible for managing international equity portfolios for institutional clients and conducting fundamental equity research. Prior to that, she was with Mackenzie Investment Management in various research positions, first as an emerging-market analyst and later managing a team of analysts as head of international equity research.