Susan Carpenter
Senior ParaPlanner
Over the years, Susan Carpenter has come to enjoy giving direct support to advisors in a way that makes a real difference for our clients. Sue appreciates that the work she does helps clients make important financial decisions and also enjoys the challenge of being meticulous and precise in providing information that advisors need so that they can service their clients.
Sue has her bachelor’s degree in psychology from Northern Illinois University. She is an avid reader and a rescuer of dogs and hopes to one day be able to become a foster parent through the Almost Home Foundation.
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