Client Service Representative

Telephone: (615) 277-9470  |  Fax: (615) 522-5389  |  E-Mail: click here

Licenses & Certifications:
Registered Securities Principal
Licensed Insurance Agent
Registered Paraplanner^SM
Registered Securities Representative
   of TrustCore Investments, Inc.

Susan joined TrustCore in March 2009. Her primary responsibility as a Client Service Representative is to provide outstanding quality of service to her financial planners and their clients.

She has over 15 years experience in the financial services industry. She is a Registered Securities Representative, Registered Securities Principal, licensed in life and health insurance and a Registered Paraplanner^SM.

Susan moved to the Nashville area over 10 years ago. She earned a Bachelors of Business Administration with a concentration in Finance from California State University, San Bernardino. She lives in Spring Hill with her 2 sons where they are active in their local church and community.