Advisors

Advisor photo for Susan Mc Lean

Susan Mc Lean

CFP®, CRPC

Financial Advisor

Visit Susan Mc Lean's website


Team

Marcia  Geisert

Marcia Geisert

Client Service Specialist,

Paraplanner

Qualifications

  • Fully Licensed with Series 7 and 66
  • Virginia Life and Health Insurance
  • Virginia Notary
  • Joined Ameriprise Financial in 2005

Roles & Responsibilities

  • Primary contact for the Newport News Office
  • Client Relations
  • Scheduling
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Winni Huang

Winni Huang

Financial Planning Assistant

Qualifications

  • CPA

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