Susan has provided expertise office management in the financial services industry for more than 20 years.  She ensures that our clients’ needs are handled efficiently and with superior care. She assists our clients throughout the Life and Disability Income Insurance application and underwriting process. Going above and beyond for those that have entrusted us with their insurance needs is Susan’s goal every day.

Prior to her affiliation with financial services, Susan supervised corporate merchandising for 700 nationwide retail locations for 10 years. Susan was also the managing partner in her family textile business and is a graduate of the State University of New York at Albany. 

She currently resides on Long Island, NY with her husband. In her spare time, Susan is an avid reader and enjoys traveling and spending time with her family.