Susan is a Director with the Wealth Management group at First National Bank of Omaha where she serves on the Trust Services team. With a focus on providing personalized services tailored to each client’s unique needs, she advises high net worth individuals with expert guidance and advice in the areas of estate planning, tax planning, philanthropic planning, wealth management, and trust and estate administration.
Susan earned her Bachelor of Arts degree from Morningside College and holds a Juris Doctor degree from Creighton University School of Law, where she graduated Cum Laude. She is a current member of the Nebraska State Bar Association, Omaha Bar Association, Omaha Estate Planning Council, Nebraska Women’s Bar Association and is a Nebraska State Bar Foundation Fellow. Susan has also earned the Accredited Estate Planner® designation from the National Association of Estate Planners & Councils.
An active member of the Omaha community, Susan’s volunteer activities have included serving on the Board of Directors of Mercy High School, past President; serving on the Board of Directors, Finance Committee and Trustee of Catholic Cemeteries of the Archdiocese of Omaha; past School Board President of St. Robert Bellermine Catholic School; and as a Habitat for Humanity volunteer. Susan enjoys reading and spending time with her family, friends and two dogs.
“FNBO Wealth” is a brand name that refers to First National Bank of Omaha (“FNBO”) and certain of its affiliates and subsidiaries that provide or make available trust, investment, securities brokerage, investment advisory, banking, and related services.
Trust and related services are provided by FNBO, a national bank with trust powers.
Certain trust and related services are also provided by FNN Trust Company, a South Dakota state-chartered trust company and wholly-owned subsidiary of FNBO. FNN Trust Company does not offer depository, lending, or other banking products, and is not FDIC insured.
“First Investments & Planning” refers to a division of FNBO that makes available third-party brokerage and investment advisory products and related services on bank premises. Brokerage services are offered through Raymond James Financial Services, Inc. (“RJFS”), a registered broker-dealer. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. (“RJFSA”), a registered investment adviser. Insurance products are offered through RJFS, Raymond James Insurance Group, Inc. (“RJIG”), and their affiliates. Registered representatives of RJFS and investment adviser representatives of RJFSA offer products and services using the name First Investments & Planning and may also be employees of FNBO. These products and services are being offered through RJFS, RJFSA, RJIG, or their affiliates, which are separate entities from, and not affiliated with, FNBO or any of its subsidiaries or affiliates. FNBO is not registered as a broker-dealer or investment adviser.
Certain investment advisory services are provided by First National Advisers, LLC (“FNA”), with certain services provided through FNA doing business as Private Wealth Reserve, an SEC-registered investment adviser and wholly-owned subsidiary of FNBO. FNBO is not a registered investment adviser.
Deposit products, such as checking, savings, and money market accounts, and lending, credit, and related products are offered by FNBO. Member FDIC. Equal Housing Lender.
Only deposit products are FDIC insured.
INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, FNBO OR ANY OF ITS SUBSIDIARIES OR AFFILIATES • MAY LOSE VALUE
FNBO, its affiliates, and subsidiaries do not provide legal or tax advice.