Susan joined Mascoma Wealth Management as VP, Senior Wealth Advisor in April of 2023. She brings a comprehensive client-management skill set to her role on the wealth management team.
Susan has more than 25 years of experience advising and assisting clients with all their financial needs, from financial planning to trust and estate administration to helping senior clients transition to continued care and the administration of employer-sponsored retirement plans. Prior to moving back to her native state of New Hampshire, Susan served as the VP of Retirement and Investment Services for WEA in Wisconsin.
Susan holds a B.S. in education from the University of Bridgeport and an M.S. in public administration from Southern New Hampshire University. Susan is also a ChFC and CASL professional through American College.
Susan lives in Sunapee, New Hampshire, with her family and enjoys gardening, knitting, and many outdoor activities.
Contact Susan:
(603) 443-8716
[email protected]