"No drama."

At Capital Advisors, Susie's responsible for a host of critical administrative tasks, including account maintenance and reconciliation, investment reporting and assisting with trades. With so many items on her to-do list, she's known throughout the firm for her calm-under-pressure approach to business.

"We're in the 'attention-to-detail' business."

Have a request? Susie's on it. She knows that time is of the essence when it comes to everything she handles for Capital Advisors – from answering questions to handling trades to responding to an email. After nearly 20 years with the firm, she's built a reputation for exceeding expectations and tackling the most urgent requests, quickly and efficiently.

"There's peace on the water."

Whether she's boating in the summer or skiing in the winter, Susie finds that time outside puts everything into perspective and gives her the traveling adventure she craves. She's also a fan of culinary adventure – and spends one or two evenings a week exploring up-and-coming restaurants throughout Cleveland.




Please Note: Limitations. The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Capital Advisors, Ltd., LLC is engaged, or continues to be engaged, to provide investment advisory services.

Please Note: Limitations. No membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Capital Advisors, Ltd., LLC is engaged, or continues to be engaged, to provide investment advisory services.

Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Capital Advisors, Ltd., LLC is engaged, or continues to be engaged, to provide investment advisory services.

Please Note: Limitations. The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Capital Advisors, Ltd., LLC does not serve as an attorney, accountant, or insurance agent. Capital Advisors, Ltd., LLC does not prepare legal documents or tax returns, nor does it sell insurance products. Please Also Note: Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Capital Advisors, Ltd., LLC) or any planning or consulting services, will be profitable, equal any historical performance level(s), or prove successful. A copy of our current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request or at www.capitaladvisorsltd.com.