Susan Thomas

Susan plays an integral role in the experience and success of our clients. She is passionate about helping each and every person accomplish their goals. From efficient management of our internal systems, assisting in the efficient transition of new clients, and maintaining timely communication with our existing clients, Susan handles a wide variety of roles. She has experience in finance and understands the importance of attention to detail and thoroughness.

When not at work, Susan enjoys spending time with her husband, children and grandchildren. She frequently seeks sunshine in whatever form it presents itself.