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Susan M. Tillery
Susan M. Tillery, CPA/PFS, AEP® (Distinguished) is president and CEO of Paraklete® Financial, which provides integrated fee-for-service financial planning without asset management ...voir plusSusan M. Tillery, CPA/PFS, AEP® (Distinguished) is president and CEO of Paraklete® Financial, which provides integrated fee-for-service financial planning without asset management or product sales. The firm acts as An Advocate in Financial Services® for its clients with a disciplined focus on independence and objectivity. She is also a co-founder and president of Financial Planning Advocate, LLC, a provider of continuing education for CPAs, financial advisers, universities, and colleges. She and her husband live in Kennesaw, Georgia.voir moins