Operations & Client Services Specialist
Susan has worked with Bob since 1992. Her many responsibilities include maintaining records, tracking investments, providing reports, processing checks and completing any paperwork required for our clients. Susan also handles client questions regarding their accounts and coordinates with the retirement plan administrators to resolve client issues as they arise.
Susan enjoys sewing and quilting and also shares her exceptional baking talents with all in the office!
Getting to know Susan
Favorite food: Coconut
Hidden talent/skill: Quilting
Place you’d most like to visit: Sweden (part of my heritage)