Sue Reddon

Executive Assistant

Sue is responsible for customer experience, advisor support and scheduling client appointments. Her decade long experience in the financial services industry supports our team's operations. Her role details into order processing, compliant standard review and customer support.


Her experience in managing community organizations and her outstanding career in financial services has benefited our team.  With Sue, we can ensure that our clients receive the highest standard of service and support. 


She also provides tax preparation and bookkeeping services as a consultant outside of her role with our team.