Profile

Susan is a senior manager in Somerset’s Tax Team. She specializes in estate planning, trust and estate consultation and compliance and individual tax for high net-worth individuals. She has worked extensively with privately-held businesses in the manufacturing and professional service areas, as well as on tax planning and financial statements for a variety of restaurants and retail establishments. Susie began her career with a small local firm in 1990. To pursue her desire for growth and an opportunity to focus on her expertise, she joined a larger local firm to manage the estate and trust area. Susie established Keaton CPA Group in 2008 and, after achieving success and substantial growth, joined Somerset CPAs in November 2009.

Education

Susie graduated cum laude from Ball State University with a B.S. degree in accounting.

Memberships/Community Involvement

• Member of the American Institute of Certified Public Accountants and the Indiana CPA Society
• Past-President of the Estate Planning Council of Indianapolis where she also previously served as secretary and treasurer
• Treasurer of the Exchange Club of Speedway and the Greater Indianapolis Exchange Foundation

Contact Information

Telephone: 317-472-2124
Fax: 317-208-1124
Email: This e-mail address is being protected from spambots. You need JavaScript enabled to view it.
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