Director of Client Services
Susan began her financial services career on the insurance side of the industry where she spent 10 years with a large insurer refining her customer service skills. Looking for new challenges, in 2007, she took on the role of manager of operations for a small Texas based construction company. In 2009, Susan joined Beacon Financial Group and has been a critical member of the team ever since. She is a key member of Beacon’s client services team, capable of meeting a broad array of client service needs and committed to providing our clients with outstanding client service.