Client Services
Since joining in 2015 as a funding coordinator, Susan has transitioned to her current role, where she assists our team and clients by directing phone calls, scheduling appointments, invoicing, and processing payments. Previously, Susan spent over 25 years working in banking, most recently as an Assistant Manager and IRA Coordinator.
A lifelong Beverly resident, Susan loves spending time with her family, including six grandchildren. She hosts many family gatherings and their new tradition of “game nights.” She also enjoys time at the beach, puzzles, sports, and animals.