As a member of MFA’s Wealth Management Practice, Susyn provides strategic support to facilitate existing customer growth and new customer acquisition. Susyn is a graduate of Penn State University, where she earned her Bachelor’s Degree in Finance. Susyn also holds Series 6 and 26 certifications.
Areas of Focus
We understand that there is no single path to wealth, and we take great care in delivering personalized, thoughtful financial strategies for our customers, each of whom is unique in experience and aspirations.
Engineering growth is in our Firm DNA.
Our customers are doing things that are changing the future, and we are privileged to have been given permission to grow with them.
It’s important for us to look beyond the present. We’re often brought in to solve immediate problems, but more importantly, we work diligently to help our customers set themselves up for success that extends well beyond the here and now.
Our teams operate as extensions of our customers’ organizations — true collaborators — serving as ambassadors to their futures and linking our intellectual capital to their strategic priorities.
- Hobby or Passion
- If you could have one superpower what would it be?
- To be able to attend a swim meet in RI and a ski race in VT at the same time
- What do you want to be remembered for?
- Raising really kind, happy children
- What can’t you live without?