About Susan
Susan supports her team and advisors through all the details of the client experience, customer service, back-office operations, and portfolio management. She enjoys being busy, and her role keeps her on her toes. As a Focus Partner’s Wealth client herself, she works to walk in her clients’ shoes and assist advisors with sometimes difficult conversations. Susan knows the skill and empathy she brings to her work are beneficial in giving peace of mind.
In her free time, Susan enjoys visiting her three daughters and three grandchildren in San Diego and Tampa. In addition, she wears a lot of hats that keep her busy, including that of a farmer. She runs her 1,000-acre family farm with her brother-in-law. However, Susan still finds time to stop and find the joy in life.
Professional Milestones
- Joined Focus Partners Wealth through the firm’s merger with Solutions for Wealth Management, LLC
Susan supports her team and advisors through all the details of the client experience, customer service, back-office operations, and portfolio management. She enjoys being busy, and her role keeps her on her toes. As a Focus Partner’s Wealth client herself, she works to walk in her clients’ shoes and assist advisors with sometimes difficult conversations. Susan knows the skill and empathy she brings to her work are beneficial in giving peace of mind.
In her free time, Susan enjoys visiting her three daughters and three grandchildren in San Diego and Tampa. In addition, she wears a lot of hats that keep her busy, including that of a farmer. She runs her 1,000-acre family farm with her brother-in-law. However, Susan still finds time to stop and find the joy in life.
Professional Milestones
- Joined Focus Partners Wealth through the firm’s merger with Solutions for Wealth Management, LLC