Our financial advice team

Susan has been in the investment industry for over 21 years. She graduated from Springfield Technical Community College with an Associate's degree in Business; then went on to get her bachelor’s degree in marketing at American International College. She oversees all the administrative and client service requests for the team. In her spare time, she loves to spend time relaxing with family, a good movie and a nice glass of wine.

Jakob holds a bachelor’s in business management from the University of Houston and has 3 years of investment industry experience, focusing on retirement planning, along with 8+ years in customer service. As a CSA, he supports client requests and ensures smooth team operations. In his free time, Jakob enjoys fishing, golfing, hiking, spending time with his dog Bear, and watching the New England Patriots.