Susan Mallin, CFP, CIM, Financial Planner

Susan has been in the investment management business for 21 years and in financial planning for 14. She knows that combining the two professional disciplines is paramount to achieving clients’ financial goals efficiently and sensibly, allowing for peace of mind.Financial Planning is the gateway to achieving your desired financial milestones. It helps you recognize what you need to do in order to make what you want happen. In the unpredictable circumstances of life, Susan knows that a financial plan needs to