Susan began her career with Citigroup in New York and has held advisory positions with UBS and Oppenheimer. She believes in a conservative approach to investing with an emphasis on asset protection, wealth transfer and income planning. Susan enjoys working with her clients and their families on an individual and ongoing basis to achieve their financial goals. She received her BA from the University of Rochester and holds an MBA from the University of Virginia as well as series 7 and 63 as well has her 2.15 life, health and annuities licenses.