Susan brings years of experience in financial services and operations to FIA.
With a degree in finance from Boston College, she boasts over two decades of experience in property tax work, operating a family-owned business, and serving clients with their personal financial needs.
With a diverse background and skillset, Susan most appreciates her time spent helping people with financial advice. Her life experience makes her particularly helpful to business owners, women seeking financial independence, and those with aging family members.
Susan is well versed and has real life experience in retirement income planning, tax mitigation strategies, estate considerations, and the aging with dignity process.
On a personal note...
Susan has two children, Laney, 21, and Brian, 18. Susan lives in Cohasset, MA. Currently, Laney attends UMass Amherst and Brian will begin swimming for Wheaton College next year. Both are Susan’s pride and joy.
You might even catch Susan teaching a group exercise class at the local gym. While she began doing this over 20 years ago to overcome a fear of public speaking, Susan now loves staying connected with local friends and even old classmates.
In her free time, Susan enjoys spending time at the beach or by a fire – seasonally dependent. As she enters a new chapter of her life with kids off to school, Susan looks forward to taking on new clients and expanding her interest in travel.