Sue joined Cornerstone Wealth Management in 2010. An industry professional with more than two decades of experience, Sue is at the core of our operational and client service initiatives. She continually strives to make certain that our clients are not only satisfied in their relationship with us, but that they consistently receive the exemplary service and attention they deserve. Her primary focus is to enhance client relationships by implementing service initiatives and systems. Sue is responsible for administrative issues, report preparation, operational issues and appointment scheduling. She holds her Series 7 and 63 securities registrations.
Languages
- English