Susan brings over 25 years of experience in the wealth management industry, spanning multiple business lines and including leadership, strategy, operations, investments, sales, and compliance. Her diverse background enables her to create opportunities and approach situations with a well-rounded perspective and a focus on achieving results.
She is passionate about creating structure, driving process improvements, and delivering strategic solutions, all with the goal of ensuring exceptional client service at every interaction.
In addition to her experience in wealth management, Susan is a licensed mortgage broker. She leverages her deep knowledge of mortgage financing to help clients understand their options with confidence and clarity.
Outside of work, Susan is always ready for her next travel adventure – whether near or far, loves playing tennis, keeping active and is on a never-ending quest to find the best taco and margarita.