Sue is an Investment Advisor Representative of Patriot Financial Group and a Registered Representative with Cetera Financial Services working under the Patriot Financial Group OSJ. Sue supports clients through all stages of the relationship, with a focus on investment account coordination, service needs, and ongoing communication. She works closely with advisors and custodial partners to help ensure a smooth, responsive client experience.
She brings a strong service-oriented background to her role, shaped by her experience as a U.S. Army veteran and a longstanding commitment to service and accountability. Sue is known for her attention to detail, follow-through, and dedication to building long-term client relationships.