For over the past 30 years, my team and I have worked to build, preserve, manage and transition wealth for our loyal clients. Through my experience in the industry, I have learned the importance of teamwork, strategic planning, and commitment on a daily basis. My specific area of focus is personalized in order to fulfill individual goals of both my clients and team members. I provide multi-generational investment planning and have expertise in this particular sector for decades. My main goal is to provide my clients with the level of trust they deserve and total return commensurate with their level of risk tolerance.My team and I believe that honesty, integrity and consistent communication are keys to successful partnerships with our clients. We strive to keep our clients satisfied, successful and happy. Our dedication to excellence is to continue being available and extremely knowledgeable in retirement planning, wealth transfer and risk management strategies. We provide the confidence our clients deserve through sound advice and the best financial services available.In my free time, I have been teaching yoga classes for over 15 years. Instructing yoga allows me to find a balance between the structured and complicated world of finance and the personal needs and feelings of my clients. This information is intended for use by residents of AR, AZ, CA, CO, CT, DC, FL, GA, IA, ID, IL, LA, MA, MD, ME, MI, MN, MO, NH, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TX, UT, VA, WA, and WI only.CA Insurance Lic 0F67003. Resident State: AZ.Please contact me by email susan.c.schirm@wellsfargoadvisors.com or by phone 480-443-5727./*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social