Susan Wickoren
About Susan Wickoren
Susan Wickoren is an Associate Financial Planner at Creative Planning, where she has worked since 2021. She has a diverse background in financial services and client support, with previous roles at FCI Advisors and experience in various industries.
Current Role at Creative Planning
Susan Wickoren serves as an Associate Financial Planner at Creative Planning, a position she has held since 2021. In this role, she provides financial planning services to clients, helping them to achieve their financial goals. Her work involves analyzing clients' financial situations, developing tailored financial strategies, and providing ongoing support to ensure clients remain on track with their plans. She is based in Overland Park, Kansas.
Previous Experience at FCI Advisors
Prior to her current role, Susan Wickoren worked at FCI Advisors in various capacities. She began as a Portfolio Manager Assistant from 2016 to 2017, where she supported portfolio management activities. Following this, she served as a Marketing Assistant for 11 months in 2017, and then as a Senior Client Service Associate from 2018 to 2021. In her role as Senior Client Service Associate, she focused on enhancing client relationships and ensuring client satisfaction.
Experience in Media and Training
Susan Wickoren has experience in the media sector as an Independent Contractor for 90.9 The Bridge, where she worked on morning traffic and weather from 2018 to 2020. Additionally, she contributed to the Day Care Connection as a Visitor/Trainer/Auditor for the USDA food program from 2006 to 2012, where she was involved in training and auditing processes.
Educational Background
Susan Wickoren studied at Kansas State University, where she achieved a GPA of 3.6 in Business Administration and Management, with a focus on Pre-Occupational Therapy. She also holds a Bachelor's degree in Human Development and Family Studies from the University of Kansas. Her educational background provides her with a strong foundation for her work in financial planning and client services.
Professional Development and Skills
Throughout her career, Susan Wickoren has developed a diverse skill set that includes financial planning, client service, marketing, and administrative support. Her experience across various roles has equipped her with the ability to understand client needs and deliver effective solutions. This versatility enhances her contributions at Creative Planning and in her previous positions.