Sue is CWA’s New Business Processor. In this role, Sue assists CWA advisors in meeting client goals by handling the administration and client service work that comes from financial planning and investment management.
In addition, Sue is the Service Partner for Joe Henriques. Sue assists Joe in scheduling client appointments, preparing account reviews, handling account administration questions, and the timely processing of service-related requests.
Sue has over 20 years of experience in the insurance and financial services industry in an administrative capacity. Prior to joining CWA in 2012, she spent time as a stay-at-home mom.
Sue resides in Mechanicsburg with her husband, Tom, and their two daughters. In her spare time, she enjoys spending time with family, cooking and reading.