Since 1980, Sue has helped families and individuals work towards financial stability and success through committed service and attention to the individual needs of her clients.
After a successful affiliation with American Express, Sue branched out on her own, not wanting to be limited in the product choices being offered to her clients. She has been independent ever since, drawing not only on personal knowledge but seeking what is best for her clients. In a world of standardization, Sue views each client as unique and works to help pursue their goals.
With a personal commitment to help people, Sue has also worked closely with other financial advisors as a mentor to help them grow their practices.
From the genesis of her firm which helped give birth to Holistic Wealth Advisors, Sue now services clients in New York, California, Arizona, Florida, Massachusetts, Connecticut, and Indiana.