Susan recently joined the firm during 2010 as a CPA with a strong background in the financial services industry. She is a Personal Financial Planning – PFP section member of the AICPA and is focusing her continuing education studies in financial planning. She is committed to helping clients develop financial plans to maximize wealth and gain peace of mind.
Susan graduated from Mercyhurst College, Erie, PA with a BA in accounting and business administration in 1978. She obtained her CPA license in 1983 with the State of Pennsylvania and later obtained a reciprocal license with Georgia in 1994. She started her vocation in public accounting with well known CPA firms such as BDO Seidman while most of her career was with large banks and finance companies such as Chase, Westinghouse Credit, Prudential Bank, National Bank of Canada, and most recently RBS Business Capital.
Over her career, Susan worked directly with high-net-worth clients and business owners. She made every effort to serve the customer and obtain creative business solutions that were in the best interests of both her employer and the customer. Her breath of knowledge encompasses investments in real estate, inventory, securities, various investment products, and a multitude of loan products. She has worked with financial advisors at brokerage firms and attorneys on complex legal documents.
Susan has the technical background to deliver Personal Financial Planning services and a commitment to lifetime learning.