Sue has been in the financial services industry for 14 years, with 10+ years of experience in financial services sales and territory/business development.
Previous banking experiences with The Private Client Reserve of U.S. Bank include heading business development efforts in AZ for their Wealth Management division. She worked intimately with high net worth business owners and individuals on trust & estate plan matters, investment management, custom lending and insurance needs.
She is very active in the community, participating and volunteering in such organizations as:
- American Diabetes Association as a corporate speaker/educator on diabetes prevention and maintenance
- Board Member of Emerging Planner Group of Central Arizona Estate Plan Council
- Volunteer educator for Junior Achievement delivering financial literacy and work readiness courses to students in the classroom
Sue and her family have been living in Arizona for the past 8 years. She is married to Robert and they have three children Nicholas, Mateo and Nadia. She enjoys standup paddle boarding and volleyball in her spare time.
Her goal: to build meaningful long lasting business relationships. Her efforts continue to bring awareness to the MassMutual brand in Arizona and neighboring states, giving Independent Planners, RIA’s, and Financial Specialists access to high quality MassMutual Insurance solutions through the brokerage arm.
Check the background of this investment professional on FINRA's BrokerCheck