Broker Check

Susan joined the firm in 2019.

Susan has worked in the accounting field for many years and has both public and private experience.  She started her career at KPMG, one of the “big-four” national firms, where she advanced to the Manager level.  While there, she worked in the assurance side of the firm servicing clients in many different industries.  Afterward, she spent 5 years in the private sector working in Controller and Director of Finance roles for a company in the health care space that was eventually acquired by a publicly traded company.

After taking some time off to raise her three children, who are all now in college, Susan re-entered the workforce four years ago as a tax professional when she joined a local CPA firm.  She joins us with an extensive background in tax and accounting, which she uses to help many of our individual and small business clients with all of their tax and accounting needs.

Outside of the office, Susan is a certified personal trainer and holds many certifications in both fitness and nutrition. She continues to pursue that passion of helping others lead a healthy lifestyle. She is also very active in the community having spent many years serving on the Board of Directors for the youth center in her hometown. 

Susan holds a Bachelor of Science degree in Accounting from Boston College, and is a member of the Massachusetts Society of Certified Public Accountants.  She obtained her CPA license in 1991 and is currently working to reinstate her status.

Susan is not affiliated with Osaic Wealth Management.