About Susan
I am a Wealth Management Advisor at TIAA with more than 25 years of financial services experience. I earned a BA from Hamilton College, and an MBA from Boston University. I also hold the Certified Financial Planner (CFP®) designation.
My parents taught me the importance of education and of developing strong ties with people. As a financial planner, I am able to incorporate these values, educating clients as I get to know them personally. It is very rewarding to see clients I have known for years enjoying their money, which they have worked so hard to earn, and knowing that I have been able to play a small part.
I currently live on the South Shore of Boston surrounded by friends and family. I enjoy walks and hikes near the ocean, kayaking, and reading a good book. Most of all, I enjoy the many visits from my family members from upstate NY, where I grew up.
My parents taught me the importance of education and of developing strong ties with people. As a financial planner, I am able to incorporate these values, educating clients as I get to know them personally. It is very rewarding to see clients I have known for years enjoying their money, which they have worked so hard to earn, and knowing that I have been able to play a small part.
I currently live on the South Shore of Boston surrounded by friends and family. I enjoy walks and hikes near the ocean, kayaking, and reading a good book. Most of all, I enjoy the many visits from my family members from upstate NY, where I grew up.