As one of the co-founders of Quorum Private Wealth, Sue brings a decade of wealth management and a decade of public accounting to the team’s experience and capabilities. Sue serves as a client relationship manager focused on developing financial strategies and advice for individuals, their families and their businesses. She has a particular passion for working with women, to empower them with financial literacy. She works closely with our clients’ full team of advisors, including attorneys and accountants, to provide a coordinated approach to wealth management, including wealth transfer, tax minimization and estate planning.