Susan Robak, CFP, RICP

Background and experience
Susan's approach to investing starts with life planning; planning before retirement, in retirement, and for the next generation. Susan focuses on getting to know her clients and understanding where they are today and where they want to be in the future. She designs and implements investment portfolios that help meet the needs and goals of her clients. Susan began her career in finance in 1996. She is a CERTIFIED FINANCIAL PLANNER® professional and holds a Master’s Degree from the College of Financial Planning in Denver, Colorado. Susan also completed the Retirement Income Certified Professional certification (RICP®) from the American College of Financial Services. She grew up in Lincoln, NE and graduated from UNL where she earned a Bachelor’s Degree in Accounting. Susan and her partner, Senior Financial Advisor Kevin Bryson, were recently named to the 2026 Forbes Best in State Wealth Management Teams.

Away from the office
Susan and her husband have two grown children, three grandsons, and a Boston Terrier named Nelson. She enjoys summertime with her family and friends at the lake in Minnesota. She also enjoys reading, golfing, and going on walks as well as home decorating and design. She volunteers with Junior Achievement teaching classes and supporting various local outreach missions.

CA Insurance License Number: 4109426. Resident State NE

2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management (variable by state), revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 12,787 wealth management teams were considered for the rating; 6,149 (48% of candidates) were named 2026 Forbes Best-in-State Wealth Management Teams.