Does a Roth Conversion Make Sense For You?

Susan Koe

Director of Financial Planning, CFP®

Susan is passionate about using her financial knowledge to help others achieve their goals. She began her financial services career when she joined Vanguard in 2004. At Vanguard, she provided data analysis and portfolio management for high-net-worth clients. Her 11 years at Vanguard taught her that every client has a unique situation and there is no ‘one size fits all’ solution. She believes that her job is to answer questions like ‘When can I retire?’ and ‘Can I afford to leave a legacy’ not just convey facts and figures. She also has a bachelor’s degree in finance and economics from Northwest Missouri State University and an M.B.A. from Northern Arizona University which gives her the depth of knowledge critical in the planning process. Susan lives in the Phoenix area with her husband, son, and daughter. Her interests include running, hiking, volunteering, and vacationing with her family.