Susan is a Certified Financial Planner™ and earned an MBA in Finance with high honors from Boston University in 1985. She was President and Chairman of the Board for the Institute of Certified Financial Planners in Boston for four consecutive years. She headed the internship program at Boston University’s Financial Planning program for 10 years.
Susan is a nationally recognized financial planner. Each year, Barron’s and Forbes rank the finest planners in the United States—women, independents, top in state, and national—and she has been on every single list since they began; only eight planners in the country have achieved this distinction. She has been featured in Louis Rukeyser’s Wall Street and Mutual Fund publications, as well as numerous other financial journals.
Susan has appeared on NBC Nightly News, Bloomberg News, CNBC, WGBH, and Channels 4, 5, and 7. She did Money Makeovers for the Boston Globe and co-hosted the radio broadcast The Money Show with Rick Shaffer. She has been invited to speak on investments at several national meetings and was a presenter at the CNBC /Fidelity Money Show for two years in a row.
Susan is a Trustee of Beth Israel Deaconess Medical Center and the Museum of Science, Boston, and her charitable commitment also extends to various small entities. She is a former member of the Board of Directors of Big Brothers Big Sisters.
Securities offered through LPL Financial, a member of FINRA and SIPC.
Barron's Top 100 Financial Advisors 2022 is based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.
The Forbes ranking of America’s Top Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.