As a Registered Representative at MBA Wealth, Inc., Susie has worked with firm clients for over 14 years. She has 25 years of industry experience at 5 different brokerage firms.

 

Susie believes that successful working relationships are built with good communication, understanding, and professionalism. She has spent years helping clients navigate the intricacies of their personal investment needs, believing that some of the most significant financial decisions people make happen during moments of major life transition. People deserve steady, knowledgeable guidance during these moments, not only technical expertise, but patience and genuine care.

 

Susie graduated from University of Colorado and has been Series 7 and 63/66 licensed for over 20 years.

 

A baker, skier, and reader, Susie also enjoys spending time at a family island house in Maine. She and her husband Christian have two children, Katie and Jack.