Susan has been working with the private wealth sector in the financial industry most of her life. Over the years Susan has worked with JPMorgan, Aquest Wealth Strategies, among other. Susan has been most recognized for providing exceptional experience in communicating and understanding client needs.
Susan lives in Punta Gorda with her loving husband Mark and shares 3 children. Susan’s joy is with her family and close friends. Susan loves to travel, outdoor gardening, and has a musical background.