With more than 30 years of financial planning experience, Susan specializes in retirement planning, income distribution planning and intergenerational family planning. Through careful listening and thoughtful strategic planning, Susan strives to help her clients achieve and maintain financial independence.
Susan began her career as a financial advisor to non-profit organizations. She later
became a Registered Representative of FSC Securities Corporation, where she
was elected to the Managing Field Associates Board and worked directly with the
corporation’s management team. Susan has also served as an Agent with Lincoln
Investment Planning, where she was a member of the firm’s President’s Club in
recognition of her professional accomplishments.
A resident of Yardley, Pennsylvania, Susan is a frequent charity walk participant, most
recently completing the Susan G. Komen Race for the Cure in Philadelphia. In her
spare time, she enjoys spending time with her husband and daughter, camping with her
extended family, traveling and reading.