Susan has over 20 years of experience in financial account service and has been with Tim’s team since 2008. She has worked closely with advisors and their staff to provide superior client service. Her priorities will continue to be excellent client assistance and account maintenance.
Susan grew up in Birmingham, MI and now resides in Beverly Hills with her husband, John. She has three grown children who are now pursuing their education and own careers. When she is not at Stonebridge Financial Partners, you may find Susan enjoying her favorite outdoor activities of soccer, golf, boating and snowboarding.
Getting to Know Susan
Best piece of financial advice received: “When paying your bills, always pay yourself first.”
Favorite quote: “What’s meant to be will always find a way.”
Favorite holiday: Christmas, for all its family traditions and togetherness.
Something on Susan’s bucket list: Skydiving – checked off to celebrate a milestone birthday!