April 2024
Susan has been my financial planner for over 20 years. We review my investments at least once a year, and we figure out what is best for my family together. Susan is always available when I have a question. She is a pleasure to work with!
April 2024
It has been my pleasure working with Susan over the past few years. She truly cares about the financial needs of her clients and always gives it her all. She is extremely knowledgable and treats me like family. I am so grateful to have her for my financial advisor.
April 2024
My husband and I have worked with Susan for many years and she has managed all our assets. We feel very fortunate to have found a person we trust implicitly who has excellent financial skills
