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 completed the CERTIFIED FINANCIAL PLANNER(R) practitioner certificate and 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. She, along with her partner Kevin Bryson, were named as 2025 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.