A financial professional with over 25 years of experience, Susan is passionate about building strong connections with clients and strives to provide exceptional service. She has a light and positive personality, and her laugh can often be heard throughout the office. In her role, she helps ensure all of the details are attended to with care.

Susan has an extensive background in the financial services industry, including experience working in administrative compliance with Merrill Lynch and operational compliance at Wells Fargo. She holds Series 7, 9, 10 and 66 licenses, as well as life, health and variable annuities licenses with the state of Florida.

Originally from New Jersey, she lives in Ponte Vedra Beach with her husband, Sean, and their six children. When she’s away from the office, Susan enjoys walking outdoors, reading, personal development, family dinners and spending time with her family, including her four grandsons.

Q & A: Personally Speaking

Q. What is your favorite kind of trip? Why?
A. Any place that I can enjoy time outside in the sunshine and near the water! I love traveling to luxury resorts with amazing amenities – it’s great to visit a place where the kids can have fun, and I can also relax by the pool and at the spa.
Q. What are your must-have travel items?
A. iPhone, charger and books. I typically overpack and only use four of the 50 articles of clothing I bring.
Q. How do you spend your time outside of the office?
A. I love to spend time outdoors and with my family. Lots of reading, walks, pool time in the summertime.
Q. If you weren’t doing what you do today, what other job would you have?
A. I am entrepreneurial and love helping others. Definitely something that combines those two passions!
Q. What’s the one thing that might surprise others about you?
A. I have grandchildren who are the same age as some of my children, and five of my six children were born at home.
Q. If you could spend a week anywhere in the world, where would it be?
A. France or Italy. I am fascinated by the history and architecture of both places.
Q. What’s the one thing you couldn’t live without?
A. My children.
Q. How do you define success?
A. Beyond money and wealth, I believe that success is a combination of many things – achieving goals, doing what you love, living with inspiration, being of service to others, and having gratitude for all of life’s blessings.