Susan Boyer serves as the Director of Business Strategy for our wealth management team, leveraging her extensive experience in private education administration and design project management. With a strong focus on strategic planning, data analysis, and process improvement, Susan is instrumental in guiding the team’s long-term vision and operational efficiency. Her expertise in streamlining workflows and managing complex projects ensures that we deliver exceptional service and innovative solutions for our clients.

As the Director of Business Strategy, Susan plays a pivotal role in shaping the strategic direction of the company. She is responsible for developing, implementing, and overseeing strategic initiatives that drive growth, enhance operational efficiency, and ensure long-term sustainability. Susan collaborates closely with senior leadership to align strategic initiatives with overall business objectives, leading cross-functional teams to implement strategic projects and initiatives. Her ability to monitor and evaluate the effectiveness of these initiatives, making data-driven adjustments as necessary, is crucial to the company’s success.

A native of Cobb County, Georgia, Susan was raised in Smyrna and now calls Marietta home. Outside of work, she is a passionate artist, avid painter, and home renovation enthusiast, channeling her creativity into personal projects. Susan and her husband, Tripp, have three children—two in college and one recent graduate. They enjoy weekends attending football games, visiting their kids, playing pickleball, and walking their dog, Apollo. The family also finds relaxation and joy in traveling, spending time at their lake house on Lake Chatuge, and enjoying their beach retreat at Wild Dunes in Isle of Palms, SC.