Susan began her career at Merrill Lynch in 1986. As a Certified Financial Manager (CFM) and Chartered Retirement Planning Counselor (CRPC), she is committed to helping her clients define their goals and execute long term strategies.
She leads a comprehensive wealth management team that specializes in providing customized strategies to high new worth indviduals and their families.
Susan has been a resident of Naperville since 1969. She also enjoys spending time with her daughter, Madeline, at their weekend home in Fontana, Wisconsin. Her hobbies include golf, boating, reading, snowmobiling, photography and scrapbooking.
Certified Financial Manager (CFM) designation is an internal Merrill Lynch self-study curriculum based on a variety of wealth management topics and a course exam.
CRPC ® is a registered service mark of the College for Financial Planning.