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Susan Dachs

Funding Coordinator



Susan Dachs joined our team in 2010 as a Funding Coordinator. Susan has several years of experience working with clients to fund their trusts. She also has more than 20 years experience in bookkeeping, payroll and small business functions. She created, owned and managed a successful small business for 15 years and managed a commercial land development company. Susan also holds a Bachelor's Degree in Technical Writing and has extensive experience in Quickbooks®. Susan lives in Tampa, Florida, with her daughters, Stephanie and Emily. Recently, she travelled to Cambodia as a volunteer proving services to children at an orphanage.
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