Susan M. Tillery, President and CEO of Paraklete Financial Inc. (TM), is appointed to the Personal Financial Planning Executive Committee for the 2009-2010 volunteer service year beginning in October. Ms. Tillery is a member of the American Institute of Certified Public Accountants (AICPA) with more than 340,000 members.
Susan has over 25 years of experience in tax, philanthropy, and financial planning, as well as in the administrative and compliance areas encountered by affluent individuals and families. Her firm offers true fee-only financial planning; there are no products sold and no assets managed. Paraklete Financial, Inc’s focus is on independence and objectivity in order to be the client’s financial advocate. Ms. Tillery’s experience in a multi-family office where she provided a broad array of financial services to affluent families, together with her work at Arthur Andersen and other financial firms provided the framework for Paraklete.
Prior to joining Paraklete, Ms. Tillery was a Principal of Harris myCFO, Inc., and was responsible for the development and delivery of comprehensive family office solutions for the firm’s individual and family clients.
Susan earned her bachelor’s and master’s degrees in Accounting, with a specialty in Tax, from the University of Georgia. She holds the professional designations of Certified Public Accountant (CPA), Personal Financial Specialist (PFS) and Certified Financial Planner (CFP®). Additionally, Susan is Series 65 Securities licensed.
Susan is a member of both the Georgia Society of CPAs and the American Institute of CPAs. In addition, she is a member of the AICPA Personal Financial Planning Executive Committee. Susan is also a member of the Financial Planning Association. She serves as Vice-Chair of the Board of Directors for Partnership Against Domestic Violence (PADV) and is a Board Member for Royal Treasure (an organization that energizes, motivates and educates women to be excellent biblical stewards).
Ms. Tillery speaks on the topics of: Financial Planning, Fee-only Financial Planning, Financial Issues Facing Women, Responsibilities of Wealth, Charitable Giving, and Stewardship. She and her family reside in Kennesaw, Georgia.
