Susie Liu, MBA, AAMS®, has been dedicated to helping individuals and families reach their wealth goals since 2008. As an independent advisor, she specializes in retirement planning, asset management, and risk management. After...
Kathy Lee is the first line of support in the branch as the office administrator. She manages and ensures that the servicing needs of our valued clients are attended to at all times. Kathy is a positive and welcoming presence to team...
