I started my career in the financial services industry in 1992 in the local field office of a large international insurance company.
During that time, I successfully fulfilled a wide variety of administrative roles of increasing complexity and responsibility. As part of my role, I was able to work closely with financial advisors on various operational aspects of their practices.
Along with my official functions in the field office, I have also been the operations manager and bookkeeper for my financial advisor husband for the past 25 years. This long familiarity with the financial service industry enables me to bring to the table a unique understanding of factors influencing advisors' practices and a genuine interest in their concerns.
In my free time, I enjoy swimming in one of our northern lakes or riding my bicycle through the countryside and spending time with my growing family.
Get in touch with Sue