For over 35 years, Susan has dedicated her career to helping clients preserve their wealth, while managing investment income and helping prepare them for retirement.

Growing up in her family's moving and storage business, Susan learned the value of hard work. From packing boxes and customer service inquiries to bookkeeping, sales and management, Susan learned the ins and outs of running a successful business. Branching out, Susan opened her own upscale women's clothing boutique in Oyster Bay New York.

In 1979 Susan decided to take her acute business acumen to the financial services industry, a place where few women ventured.

Susan specializes in working with individuals and local businesses, helping them in such areas a retirement planning, estate planning, college funding, insurance investments, professional money management, asset allocation, and executive planning. She meets with her client to review their current financial situation and discusses long and short-term objectives. Through careful analysis, Susan strives to formulate and implement strategies that are designed to work for their situation, and tailor a plan specifically designed to help meet their financial needs and goals. Finally, after the plan is implemented, she will meet with them to uncover any changing needs they may have and adjust their plan accordingly. During the past few years, Susan has focused much of her energy on the investing needs of women, particularly those experiencing the divorce or the death of their spouse.

Throughout her career, Susan has been an active participant in seminars and presentations designed to educate and inform individual investors. Susan co-hosted Money Hour, an educational radio show heard by investors all over the Tri-State area.

Susan enjoys automobiles, traveling, antiques, movies and spending time with her three wonderful grandchildren.