Office Manager/Registered Investment Adviser Representative Now an additional registered investment adviser representative and partner, Susan rejoined the firm in 1997 to serve as the operations manager. She was also a part of the team from 1984-1988, assisting with data entry and computerizing balance sheets. She returned with accounting and merchandizing experience that has added greatly to the daily operations.

Office Manager/Registered Investment Adviser Representative

Now an additional registered investment adviser representative and partner, Susan rejoined the firm in 1997 to serve as the operations manager. She was also a part of the team from 1984-1988, assisting with data entry and computerizing balance sheets. She returned with accounting and merchandizing experience that has added greatly to the daily operations.