Houston, TX

Susan Sánchez, a seasoned financial professional with a decade of experience, began her career as a wholesaler for a recordkeeper before expanding her expertise as a consultant at an insurance firm. Driven by values of expertise, confidence, and value, Susan joined Assured Partners in December 2023, dedicated to ensuring dignified retirements for participants.

A University of Alabama honors graduate in Economics, Susan holds designations as an ARPC, CPFA, and AIF®, demonstrating her commitment to excellence. Her extensive experience spans employee benefit consulting, specializing in plan design, risk mitigation, plan audits, and investment strategies. Known for her co-fiduciary approach, Susan stands shoulder to shoulder with her clients, fostering strong and trusting partnerships built on shared responsibility and mutual growth.

Recently settling in West Houston with her husband and three young children, Susan's move reflects her deliberate choice to prioritize family closeness after a decade in Dallas. In both her professional and personal life, Susan embodies dedication, expertise, and a profound commitment to financial empowerment.