Susan Russel is the Operations Manager for Legacy Financial Services, where she focuses on enhancing operational efficiency and supporting the team in delivering exceptional client service. With a strong background in process improvement and complex systems management, Susan is dedicated to creating seamless experiences that help clients feel well supported throughout their financial journey.
Susan holds a Bachelor of Science degree in Finance and Marketing from Texas Lutheran University and an MBA from Plymouth State College. After spending decades in the high-tech industry, she transitioned into financial services to combine her passion for finance with her expertise in operational excellence.
Originally from the Houston, Texas area, Susan has called the Green Bay region home for the past 25 years with her husband, their two children, and their dog. Outside of work, she enjoys outdoor adventures, listening to live jazz music, staying active through bootcamp workouts, cooking healthy meals for her family, and supporting her community by preparing meals for local schools, families, and charitable events.