President And Chief Compliance Officer
Pugh Wealth Management Llc
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Susan Foard, Cpa, Cgma Email & Phone Number
President and Chief Compliance Officer
at
Pugh Wealth Management LLC
1 work email found
@worldnet.att.net
1 phone found area 865
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
President and Chief Compliance Officer
Location
Knoxville, Tennessee, United States
Who is Susan Foard, Cpa, Cgma? Overview
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Quick answer
Susan Foard, Cpa, Cgma is listed as President and Chief Compliance Officer at Pugh Wealth Management LLC, based in Knoxville, Tennessee, United States. AeroLeads shows a work email signal at worldnet.att.net, phone signal with area code 865, and a matched LinkedIn profile for Susan Foard, Cpa, Cgma.
Susan Foard, Cpa, Cgma previously worked as President & Chief Compliance Officer at Pugh Wealth Management Llc and Vice President at Pugh Cpas. Susan Foard, Cpa, Cgma holds Master Of Accountancy, Tax Concentration from University Of Tennessee.
Company email context
Email format at Pugh Wealth Management LLC
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*@worldnet.att.net
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AeroLeads found 1 current-domain work email signal for Susan Foard, Cpa, Cgma. Compare company email patterns before reaching out.
Profile bio
About Susan Foard, Cpa, Cgma
I have been in public accounting since 1986 and my business experience includes providing consulting, tax planning, and tax preparation services for closely-held businesses, individuals, estates and trusts. My professional experience includes: Tax Planning for Businesses and IndividualsCompliance Services to Business and IndividualsEstate Planning and Wealth Transfer StrategiesBusiness Ownership Sucession PlanningIncome Tax Planning for Estates and TrustsAdvisory and Compliance Services on Estate, Inheritance, Gift and Fiduciary Taxation MattersLitigation Support in Estate MattersI enjoy being involved wth a variety of professional and civic organizations:Member of Tennessee Society of CPAs (TSCPA)Member of American Institute of CPAs (AICPA)Leadership Knoxville Class of 2019Knoxville Estate Planning Council Board of Directors & past PresidentUniversity of Tennessee at Knoxville Alumni Board of DirectorsYWCA Knoxville Foundation Board of Directors & TreasurerKnoxville Estate Planning Study Group- former program liason University of TN - Singleton B. Wolfe Memorial Tax Conference- former Advisory & Planning committeeHelen Ross McNabb Center - Former Treasurer, Board Member, and Chair of Finance CommitteeCystic Fibrosis Foundation- Former board member of Knoxville ChapterUniversity of Tennessee Chancellors Associates- former memberThe Next Door- Former board member , KnoxvilleAmerican Society of Women Accountants- Former President of Knoxville Chapter
Listed skills include Tax, Cpa, Tax Preparation, Estate Planning, and 7 others.
Current workplace
Susan Foard, Cpa, Cgma's current company
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7 roles
Susan Foard, Cpa, Cgma work experience
A career timeline built from the work history available for this profile.
President & Chief Compliance Officer
Current
Pugh Wealth Management Llc
Feb 2020 - Present
Vice President
Current- Vice President; Board of Directors; Executive Committee for Pugh CPAs. Some of my expertise consists of:
- Tax planning and tax preparation for businesses and individuals
- Estate planning and wealth transfer strategies
- Business ownership succession planning
- Income tax planning for estates and trusts
- Preparation of estate, inheritance, gift, and fiduciary returns
Jun 2022 - Present
President
President; Chairman of the Board of Directors; Chairman of Executive Committee for Pugh CPAs.
Jun 2014 - May 2022
Vice President
Vice President and member of the Board of Directors for Pugh CPAs ( served as Treasurer); Executive Committee for Pugh CPAs; and Administrative Officer of the Tax Division for CPAs
Jun 1999 - May 2014
Consulting
Fis Associates
Medical Practice Consulting and Tax Accountant
Jan 1998 - May 1999
Tax Accountant (Senior Level To Senior Manager Level)
Tax Accountant- Started as Senior level Accountant and promoted to Senior Manager during this time
Dec 1987 - Dec 1997
2 education records
Susan Foard, Cpa, Cgma education
Master Of Accountancy, Tax Concentration
University Of Tennessee
Bachelor Of Science (B.S.)- Business Administration, Accounting
FAQ
Frequently asked questions about Susan Foard, Cpa, Cgma
Quick answers generated from the profile data available on this page.
What company does Susan Foard, Cpa, Cgma work for?
Susan Foard, Cpa, Cgma works for Pugh Wealth Management LLC.
What is Susan Foard, Cpa, Cgma's role at Pugh Wealth Management LLC?
Susan Foard, Cpa, Cgma is listed as President and Chief Compliance Officer at Pugh Wealth Management LLC.
What is Susan Foard, Cpa, Cgma's email address?
AeroLeads has found 1 work email signal at @worldnet.att.net for Susan Foard, Cpa, Cgma at Pugh Wealth Management LLC.
What is Susan Foard, Cpa, Cgma's phone number?
AeroLeads has found 1 phone signal(s) with area code 865 for Susan Foard, Cpa, Cgma at Pugh Wealth Management LLC.
Where is Susan Foard, Cpa, Cgma based?
Susan Foard, Cpa, Cgma is based in Knoxville, Tennessee, United States while working with Pugh Wealth Management LLC.
What companies has Susan Foard, Cpa, Cgma worked for?
Susan Foard, Cpa, Cgma has worked for Pugh Wealth Management Llc, Pugh Cpas, and Fis Associates.
How can I contact Susan Foard, Cpa, Cgma?
You can use AeroLeads to view verified contact signals for Susan Foard, Cpa, Cgma at Pugh Wealth Management LLC, including work email, phone, and LinkedIn data when available.
What schools did Susan Foard, Cpa, Cgma attend?
Susan Foard, Cpa, Cgma holds Master Of Accountancy, Tax Concentration from University Of Tennessee.
What skills is Susan Foard, Cpa, Cgma known for?
Susan Foard, Cpa, Cgma is listed with skills including Tax, Cpa, Tax Preparation, Estate Planning, Accounting, Income Tax, Gaap, and Business Tax Planning.
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