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Director of Internal Transfers and Reporting

Phone: (517) 536-5000 ext. 16

Who is the mastermind behind the performance reports that you receive to update you on your accounts? Sue works hard to make sure you receive error-free updates on your portfolio just in time for your review call or meeting with Richmond Brothers. Having a fondness for numbers and ensuring that processes run smoothly, Sue also manages the 10% transfer process for those clients that hold annuities. She communicates with clients to ensure that the paperwork is completed in the correct time frame and likewise, clients are able to provide funding to their income or reinvest into their portfolio.

Some of Sue’s interests include knitting, gardening, reading and music. She is also a huge Spartan fan – Go Green Go White! Of course, spending time with her three grown daughters and grandson is Sue’s top priority.    


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