Susan is responsible for providing a welcoming first impression to everyone who visits the office. She is instrumental in handling client tasks by providing information, processing documents, and transitioning money and assets. She graduated cum laude from Montclair State University with a BA in Political Science and Public Administration. Before joining Signature Wealth Strategies, she worked with other financial firms in North Carolina and Florida, and she has a diverse background in account management, practice management, and sales.
Susan and her husband James are transplants from Florida, and they enjoy exploring North Carolina and traveling, especially to see their daughters in Nashville.