Favorite vacation spot
Anywhere on Coastal Maine
Favorite activity outside of work
Reading on the beach
“Helping clients marry their personal goals to their financial needs can sometimes seem overwhelming, but this is what motivates me every day! I strive to understand what is most important to my clients. This allows me to help guide my clients in making the right decisions, so they achieve their vision for the future.”
In her role as Wealth Advisor, Susie works with a range of clients, some of which include family office clients. Given her background in tax compliance and planning as it relates to business owners, Susie enjoys the complexities and nuances that make each client relationship different.
Susie is a graduate of Bentley University where she also received her master’s in Financial Planning. Prior to joining LWM, Susie worked for RSM in their tax department before switching to Wealth Management. She focused on high net worth families and individuals, specifically on those who owned small businesses in the manufacturing and building materials industries.
When she is not working, she enjoys spending time in Maine with her family, friends, and Ridi, her dog. She and her husband recently got married at their happy place in York, Maine. Susie is an avid traveler, most recently traveling to South East Asia on her honeymoon. A former competitive swimmer, she has turned her passion for fitness into running, having completed three half marathons.