Our Team

Susie Harris

Director of First Impressions, FPQP®

As Director of First Impressions, Susie is the first face you will see when you visit the firm. She ensures that every client and visitor to our office feels welcome and has a positive experience. Susie joined the team in 2016.

Susie works closely with the rest of the team to help facilitate the day-to-day management of the firm.  Always eager and wanting to learn, she obtained her FPQP ™ designation in 2020, allowing her to provide even more support to our clients.

Susie is a graduate of Greenville Technical College with an Associate of Arts Degree in Business and Legal Technology. She lives in Greensboro with her husband, Phillip and their rescue dog, Tucker. In her spare time, she enjoys playing tennis and visiting her children in DC and Raleigh.

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With our 15 minute phone consultation, we will get to know you, your family, and goals to see if your family is a good fit for our specialized advisors.