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Suzanne Herman, CFP®, CPA

Suzanne Herman, CFP®, CPA

Fraud Analyst

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location of Suzanne Herman, CFP®, CPAPark City, Utah, United States

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  • Timeline

  • About me

    Director of Wealth Planning at Roberts Wealth Advisors

  • Education

    • University of Hawai‘i - Shidler College of Business

      2007 - 2007
      MS Accounting

    • University of Utah - David Eccles School of Business

      2007 - 2008
      MS Accounting

      Activities and Societies: Beta Alpha Psi

    • University of Utah

      1999 - 2003
      BS Accounting

      Activities and Societies: Delta Gamma Sorority, Beta Alpha Psi, Women in Business

  • Experience

    • JPMorgan Chase

      Aug 2003 - Sept 2004
      Fraud Analyst

    • Matson, Driscoll & Damico LLP

      Sept 2004 - Feb 2006
      Staff Accountant

    • Deloitte Tax LLP

      Jun 2008 - Jun 2010
      Tax Consultant II

    • Powdr Corp

      Jul 2010 - Oct 2013
      Senior Accountant

    • Camp Woodward

      Oct 2013 - Jun 2016
      Financial Controller

    • DealerSocket

      Jul 2016 - Jun 2019
      Accounting Manager

    • Restaurant365 Software

      Jul 2019 - Nov 2020
      Accounting Onboarding Coach

    • Roberts Wealth Advisors

      Nov 2020 - now
      Director of Wealth Planning

  • Licenses & Certifications

    • Certified Public Accountant

      Utah Department of Commerce
      Sept 2009

    • CERTIFIED FINANCIAL PLANNER™

      CFP Board
      Sept 2023