Registered Associate, Private Wealth Client Services
As a Registered Associate with the Stafford Schauer Private Wealth Team, Susie focuses on proactively addressing client support needs and ensuring consistency in the delivery of service. She joined the team in 2023.
She is a graduate of St. Lawrence University in upstate New York, from which she received a bachelor’s degree in business and global studies with a minor in Italian. While enrolled at St. Lawrence, she spent a semester studying abroad in Tuscany, Italy.
Susie began her professional financial services career in 2021 with Northwestern Mutual, where she supported a wealth management team across multiple functions, including client money movement, financial planning, communications, and marketing. To further her professional acumen, she earned the Retirement Income Certified Professional® (RICP®) certification from the American College of Financial Services.
Susie currently resides in East Boston and enjoys time with family, playing tennis, reading, playing piano, trying out new recipes, and rowing.
Investment Advisory services are provided by affiliated entities, Ashton Thomas Private Wealth, LLC and Ashton Thomas Securities, LLC, SEC-registered investment advisors. Securities are offered through Ashton Thomas Securities, LLC, a registered broker/dealer and Member of FINRA/SIPC.