Susan M. Herendeen, CFP®, CTFA, AEP®

Susan M. Herendeen, CFP®, CTFA, AEP®Managing Director,
ESL Trust Services

Susan is the Managing Director for ESL Trust Services. Throughout her career in financial services, Susan has focused on the areas of personal financial planning including estate and trust planning, investment management, and non-profit organizations.

Serving as Planning Manager and Wealth Advisor prior to joining ESL Trust Services, LLC, Susan brings more than 22 years of experience in the financial services industry. Working with a team of ESL specialists, Susan provides strategies and tools to help clients and organizations reach their estate planning and financial goals.

Susan holds industry certifications including Certified Financial Planner (CFP®), Certified Trust and Financial Advisor (CTFA), and Accredited Estate Planner (AEP®). Susan has contributed articles on the topics of estate planning in publications and appeared on local television. Additionally, she has also been a presenter on estate and trust planning for a variety of local organizations.

To schedule an appointment with our ESL Trust Services team, please call 585.336.1300.