With over 20 years in the financial services industry, Sue has played a critical role in developing and maintaining relationships with important employers and individual families within our advisory acquisitions. Sue joined our firm in 2017 and we are fortunate she is on our team as she also has an intricate role managing the office, onboarding of clients, customer service and follow-up.
When Sue is not working, she stays very active in her church, enjoys traveling, playing bingo, dominoes, crafting and most of all enjoys spending time with family, especially the grandchildren.