Sue is responsible for supporting the client servicing team, office administration, Human Resources and is a key part of ensuring the continuance of MAP’s client servicing culture of excellence.
Before joining MAP in May 2005, Sue worked for 18 years at H&R Block Financial Advisors (formally OLDE Discount Corporation) in various roles including Registered Representative, UIT Trader, Accounting/Tax client servicing team member and Purchasing Manager while holding Series 7 and 63 licenses.
She also worked for a Forbes 400 family with roles in their privately held businesses. She worked on their behalf in matters pertaining to personal affairs and finances including travel, staff coordination and numerous concierge services.
Sue earned an MBA from Wayne State University and a Bachelor’s in Business Administration from Central Michigan University.