The Old Mission Investment and Trust Companies have brought together a diverse group of professionals with backgrounds in tax, strategic investment management, trusts and estates, and total wealth management. Our professionals are fluent in both time-honored investment management and wealth transfer strategies and actively participate as your partner in achieving your personal financial goals. We work closely with your other tax and legal professionals and serve as the center of your multidisciplinary team of wealth management professionals.

Susan Wipperman, JD, CFP®
Senior Vice President
Trust Officer

Susan Staffan Wipperman is a Senior Vice President and Trust Officer with Old Mission Investment and Trust. Susan graduated from the University of Michigan's Ross School of Business with a Bachelors in Business Administration (BBA) in finance. Susan continued her educational career by attending law school at Wayne State University earning her Juris Doctorate and passed the Michigan Bar exam in 1992. She then took a position at Deloitte & Touche in their tax department, before moving north and becoming a practicing attorney in Northern Michigan.

Susan joined Old Mission following her long-term employment as a Trust Officer with Fifth Third Bank in the Petoskey Michigan area. Her clients and relationships included private family trusts, individual investors, family foundations and endowments, and non-profit organizations. She will continue to specialize in service areas such as trust and estate administration, trust management, family wealth stewardship, and total wealth management through Old Mission.

She will serve as a Trust Officer through Old Mission working closely with family members and beneficiaries for purposes of servicing investment management relationships, and for providing estate settlement and continued trust administration for families and individuals. Susan will also serve on the Old Mission Trust and Investment Committee, responsible for the acceptance, review, and continued administration of trustrelated relationships.

Susan has been a longstanding member of the Harbor Springs and Mackinac Island communities since her childhood and has served on the boards of a number of local non-profit organizations. Additionally, she is an avid mountain and road cyclist and sailor. Susan has three boys, and appreciates the best Northern Michigan has to offer.