Susan M. Tillery is President and co-founder of Paraklete® Financial, Inc. Susan has over 30 years of experience in tax, philanthropy, and financial planning, as well as in the administrative and compliance areas encountered by affluent individuals and families. Susan’s firm provides integrated fee-for-service financial planning. Paraklete® Financial, Inc’s focus is on independence and objectivity. The firm acts as An Advocate in Financial Services® for its clients and therefore, does not manage assets or sell products.
Ms. Tillery’s experience at Harris myCFO, a multi-family office where she was responsible for the development and delivery of comprehensive family office solutions to affluent families, together with her work at Arthur Andersen, Ronald Blue & Co and other financial firms, provides the framework for Paraklete.