As a Client Services Associate, Susie thrives in assisting our clients and supporting the Goodman Advisory Group team. She goes above and beyond to help clients and the team with tasks large and small. She keeps the office running smoothly, handling money movement and client requests.
Susie earned a Bachelors degree in Marketing from the Isenberg School of Management at the University of Massachusetts, Amherst. Her background includes working as a registered sales associate at Merrill Lynch.
Outside of work, you can find Susie spending time with her adult sons and teaching group exercise classes.