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Susie joined Niki and Mindy’s team in April 2017 as the Operations and Marketing Coordinator. She brings more than 20 years of administrative and technical experience from the University of Pittsburgh, where she received her Bachelor of Science degree in Information Science. Susie is also certified in Human Resource Management and Web Author, possessing eighteen credits towards a Master’s degree in Information Science.
Susie will assist with the practice’s operations and marketing for the team. She is excited to leverage her extensive administrative, technical, and academic experience in this role. Providing exceptional client service is important in financial services and Susie believes that Niki and Mindy’s Purposeful Process and Personal Approach is what sets them apart from other wealth advisors.
Continuous learning and serving her community is extremely important to Susie. She has volunteered and held leadership roles with her church, and several community organizations including Adopt-a-Child, and the Yevgeny Girl Orphan’s Foundation. She is most proud of her work that she did with Adopt-A-Child where she worked tirelessly to ensure that the agency remained compliant with The Hague Convention rules relating to international adoptions.
Susie currently resides in the Canonsburg area with her husband, Michael, and their two daughters. She enjoys attending many activities that her children participate in such as piano, dance, volleyball and lacrosse.