Susan is a Client Relationship Manager. She started her financial services career with a Connecticut firm where she performed stock analysis, as well as writing stock reports for the firm’s advisory newsletter. Later, she joined Lincoln Investment in 1988 as a part time office assistant and then transitioned into working directly for financial representatives. She holds a FINRA series 6 securities registration and is primarily responsible for the oversight of Heritage Advisory Group’s day-to-day operations and maintaining client relationships.
Susan is very involved in her church and its mission work and has worked for many years with Feed My Starving Children. She has a daughter, two grandchildren, and a rescued dachshund mix. Her favorite place to relax is the nearest beach.