Susan Near

Client Service Representative

Background

Prior to joining Pearl Planning, I worked as a Branch Office Administrator for a financial firm and had experience in banking and bookkeeping. I had the opportunity to stay at home for a few years with my two amazing daughters when they were young. I received my bachelor’s degree from Central Michigan University.

After working for over 40 years in client services, I know my calling is to help people in any way I can to achieve their dreams. Living through some of life’s ups and downs, I am more aware than ever of the importance of a well-thought-out financial plan. It is gratifying to assist clients as they work toward their financial goals and strive for a more secure future with the guidance of the Pearl Planning team.

St. Louis Michigan, the Middle of the Mitten, is where I raised my two girls and have lived for 31 years. Though my girls are now grown and on their own. My fiancé, Bob, and I continue to live here and enjoy supporting our small community where he was born and raised.

When I am not working, I am likely hanging out with Cali and Valentina, our beloved rescue dogs, playing a game, camping or planning the next visit to see my children. Leah and Joe are in sunny California and Hannah and her husband, Jeff, and their 5 pets are in Northern Michigan. Both beautiful places to visit. I am always trying to live life to the fullest and spend as much time as possible with family and friends.

Three Favorite Words, well, Actually Four

Grace & Kindness, Gratitude, Generosity

Childhood Collection

Christmas Ornaments! As a child and still to this day I have been gifted or purchased ornaments reminding me of people I love, places I ‘ve been or dreams I look forward to. I love that once a year, I look at each one as I place it on the tree and remember the significance of that ornament. I have carried that tradition on with my children since they were babies.