Susan Franklin

Client Service Manager

Susan Franklin

Hello, I’m Susan, the Client Services Manager at LifePlan Group!  I truly feel lucky to be a part of this team! I enjoy meeting all our clients, and I’m looking forward to providing the best possible client services throughout the years to come.

I grew up in Connecticut where I met my husband Erik about 20 years ago.  Prior to moving to North Carolina, we lived in Nashville, TN for several years before we decided to move closer to family in the Raleigh area.  I’m an explorer at heart; I’ve visited over 20 countries and a majority of the United States. Together, my husband and I have a passion for traveling, visiting our national parks, enjoying a day at the beach, and going to baseball games.  We have a goal of visiting all 30 Major League Baseball stadiums, and we’re up to 13 so far!  When you’re in the office, please swing by and share some of your favorite places to travel!

A jack-of-all-trades, explorer, and baseball fan!

Susan has been in the financial industry for over 15 years.  Her background is in Operations working for Registered Investment Advisor firms, and she also branched out and worked for financial technology companies implementing financial technology solutions for RIA’s.  Susan is a bit of a jack-of-all-trades, which has given her a wealth of valuable experience in this industry!

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