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CFP® , MBA , PFP®
Mutual Fund Investment Specialist**
As a Certified Financial Planner and a licensed insurance agent, Susan brings more than 14 years of experience in the financial industry. Through a holistic planning process, she helps clients build a personalized road map to achieve their financial goals.
*Offering insurance products underwritten by Co-operators General Insurance Company and Co-operators Life Insurance Company.
**Offering mutual funds through Co-operators Financial Investment Services.