Susan E. Lehnerd, CFP®
Director of Financial Planning
Susan Lehnerd is the Director of Financial Planning at Mallard Financial Partners with 15 years of experience helping people meet their long-term goals. Specializing in retirement planning, Susan uses that experience to ‘meet clients where they are’ and build a dynamic plan that adjusts as a client’s life circumstances change.
By focusing on partnership, Susan has been able to put her bachelor’s degree in education from Towson University and her MBA from Loyola University Maryland to good use. Over the years, she has helped clients better understand the various aspects of planning for the future, regardless of where they are starting today. Susan may spend her days at Mallard overseeing the financial planning department and identifying new ways to address client needs, but what gets her up in the morning is knowing her relationships with clients help supports them to meet their goals.
When Susan’s not at Mallard, she enjoys swimming, reading and playing her new favorite sport, pickleball.
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Disclosures
Mallard Financial Partners is a tradename. All services provided by Mallard Financial Partners investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Mallard Financial Partners.
Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services. Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies.
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