Susan is the director of client services at Bridges Private Wealth. She truly enjoys cultivating a lasting relationship with the firm’s clients and can competently assist with any client request.
A graduate of West Virginia University, Susan has decades of experience in the wealth planning and financial industry. She started in the industry as an advisor and transitioned to the client service aspect of the business upon realizing her true skills were along the client service path.
Susan successfully passed the FINRA Series 7 and Series 63 examinations. She has her insurance license as well. She holds a Bachelor of Science with a specialty in finance from West Virginia University.
She is happily married to her husband, Jason, and has two children, Katie and Alex. In her spare time, she is an active volunteer in Alex’s soccer teams and Katie’s high school band programs. She likes to read, exercise, and spend quality time with her family.