Client Services & Operations Director

Susan Estes is Client Services & Operations Director for Estes Wealth Strategies. In this role, she manages the operational side of client service delivery, coordinating the practice communications and processes that help ensure a smooth and positive client experience.

Susan has supported the practice’s marketing and communications since 2004 through her marketing strategy firm, Incweaver, and joined Estes Wealth Strategies in 2011 as Client Services Director. She has since expanded her role to encompass broader practice and client service delivery operations. Susan is a licensed General Securities Representative (Series 7).

Susan holds an MBA in Strategy from Yale School of Management and a BA in International Relations and Slavic Languages from Stanford University. She was previously an Associate with Booz Allen Hamilton, where she helped federal government agencies implement e-government solutions, and a Senior Product Manager for The Motley Fool, a financial education company.

Susan lives with her husband, John, three children, and two dogs in Oakton, Virginia. She plays soccer in an adult women’s league and coaches youth soccer. In the summer, she volunteers as a parent dive representative for the Oakton Otters dive team. She enjoys swimming, cooking, traveling, gardening, and literature.