About Me

Susan and Wes are making finances fun! Their outgoing and fun spirited nature is what clients love most about them! They enjoy educating their clients first and foremost to empower them to make their own decisions when it comes to finances. Their previous business ownership and sales background help their clients feel at ease and completely taken care of throughout the learning process. Preparing for your financial future is one of the most important steps you can take in life. From tax-advantaged strategies to lifetime income solutions, let LMTO help you create and enjoy the retirement of your dreams.