Susan is our Client Relations Manager. Having years of experience in various client facing roles, most recently in banking, she is dedicated to assisting the team in helping our clients achieve their financial goals.
Growing up in a large middle-class family in Garden City, she learned the importance of supporting each other through good times and bad. Susan believes demonstrating that value with clients, as well as team members, is just as important.
In her home life she places high priority on being an advocate for her five children and grandson. Susan also enjoys photography, the outdoors and traveling with her significant other, Jon.
*Not registered with Osaic Wealth, Inc.