Susan manages the SD Retirement Solutions Distribution Department. She works directly with plan participants, plan sponsors, and multiple custodians to ensure open and concise communication as it pertains to timely and accurate day-to-day functions of retirement loan and distribution processing. In addition, Susan coordinates the quarterly invoicing for all administrative, recordkeeping, investment advisory, and custody retirement plan fees.
Susan lives in Ross Township with her husband, Mike. She enjoys spending time with her two grown children, traveling, reading, and bike riding. She has been with our firm for over 11 years.
State of Pennsylvania Notary Commission
B.S. in Psychology, The Pennsylvania State University