After two decades in the financial services industry working with top management, Susan joined Wealth Advisory Group in 2010 as Financial Representative to fulfill her passion for educating, inspiring and organizing busy professionals and small business owners to achieve abundance, harmony and certainty in life. Her client testimonials include improved protection portfolio by 400% in 2011, enjoying over 30% more retirement income in 2014, and providing keyperson insurance for business succession purposes in 2015. (Individual results will vary.) She also headed Growth & Development part-time as Vice President for the firm, achieving 92% 2011 hiring goal on 60% time basis while implementing a new recruiting process.
In 2015, Susan joined mentor and business partner, Kim Fiegoli-Millman, as Director of Business Development at OPUS Private Client Group LLC in White Plains, NY. In 2016, Susan founded her own company, Libelle Prosperity Solutions LLC, where she continues her legacy of empowering women and business owners with sound financial strategies.
Susan is committed to ensuring that her clients are served at the highest possible level, including sharing resources in her extensive network. She is licensed in several states for life, health, disability income, and long term care insurance. Susan offers a wide range of individual and group products through her affiliation with Libelle Prosperity Solutions LLC, Wealth Advisory Group, and The Guardian Life Insurance Company of America, and is a recipient of Guardian’s Client Builder (2010) and Social Media (2014) Awards, as well as several Leaderboard standings at Wealth Advisory Group.
Susan holds a Bachelor of Arts Degree in Humanities with a concentration in Literature from New York University with honors. She is the proud recipient of NYU’s Founder’s Day Award for scholarly achievement in 2003 and member, Alpha Sigma Lambda, Delta Upsilon Chapter.
Locally, she is Leader of Women’s Prosperity Network’s Orange County Chapter, and proud member, Orange County Chamber of Commerce. She gratefully supports local causes including Hudson Valley Cancer Resources, Equine Rescue, and USO.
Susan resides in the foothills of the Catskills, New York, with her husband and their dog, cat, and bird, and enjoys local hikes, kayaking, fishing and wineries.