Susan Zurek, CTFA, ChSNC®, FPQP™

With more than two decades of experience in trust administration, Susan brings to her client relationships a rare combination of empathy and expertise. She works closely with LNW specialists in investments, tax strategies and wealth planning to administer trusts in alignment with the intent of the grantor, the needs of the beneficiaries, and federal and state laws and regulations.

One of the distinguishing features of Susan’s practice is getting to know each of her clients and their families personally, forging a relationship that allows her to advise and inform over many decades and into the next generations. As trust administrator, she guides beneficiaries on a variety of relevant issues as needed, including budgeting, lifestyle mapping and making good financial decisions. Although she works on many different types of trusts, Susan’s passion is special needs trusts set up to support beneficiaries with disabilities.

Prior to LNW, Susan was an advisor at predecessor firm Laird Norton Wealth Management, where she also previously worked as a client analyst and client associate. Susan started her career as a trust operations specialist and trust assistant at Shoreline Bank and Trust in Michigan.