Sue is a Senior Client Services Representative with 32 years of experience in the financial industry. She is an integral part of our team. Being born and raised here Sue personally knows many of our clients which she has built a trust and connection with. Sue provides a full range of client support and acts as a liaison between the client and advisor. She has developed a reputation of excellent customer care promoting strong and positive client relationships.
Sue is a trustee of Berkshire Helping Hands and enjoys volunteering in the community. She is also a Notary Public.
Sue resides in Williamstown with her partner, Todd. Outside of work, she enjoys spending time with her children and grandchildren, reading, traveling and boating on Lake George.