Susan Shoemaker, CFP®
Inquirer · DISC type cdSusan Shoemaker is a Principal at CAPTRUST with over 20 years of experience as an ERISA Retirement Plan Investment Consultant. Holding an MBA from Wayne State University and a CFP® certification, she is known for her technical expertise in helping plan sponsors manage fiduciary duties and design effective retirement strategies for their participants.
Outside of work, Susan leads an active lifestyle, enjoying golfing, biking, and exercising. She also values traveling, reading, and spending quality time with her husband and their two grown sons. Her professional commitments extend to co-chairing the Michigan Chapter of the Women in Pension Network.
Interesting fact: Susan helped found the Detroit chapter of the American Society of Pension Professionals and Actuaries (ASPPA) Benefits Council.
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They care equally about the product and its potential impact. They respond well to confident salespeople. They don’t always try to control the conversation but neither do they like yielding it fully.
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Calculativeness (C)
Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.
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