Susan A. Murphey CFP®, CPFA

Director, Workplace Retirement Services
(804) 327-0478

Susan has worked with our advisory team since 2017 after spending over 20 years working at local investment advisory firms.  Susan has been instrumental in developing our workplace retirement services.  She enjoys assisting business owners and plan participants in the qualified retirement plan arena.

Susan was born and raised in Midlothian, Virginia and attended college at Virginia Tech.  She currently lives in the Midlothian area with her husband, Chris, and their two children. In her free time, she enjoys reading and spending time with family and friends.

Susan is a CERTIFIED FINANCIAL PLANNER professional, and a Certified Plan Fiduciary Advisor (CPFA).  She is also a Registered Representative (Series 7) and Investment Advisor Representative (Series 66) of Securian Financial Services Inc.