More About Su
Su earned her Bachelor of Science in Nursing from Florida Gulf Coast University and spent over 10 years working as a registered nurse. During the COVID-19 pandemic, she took on travel nursing assignments in places like Guam, Oklahoma, and North Carolina. After earning her AGACNP (Adult-Gerontology Acute Care Nurse Practitioner) license, she decided to take a new path and move into the financial planning world.
As a Client Experience Lead, Su helps make the client process smooth and welcoming - from onboarding to ongoing support. She enjoys bringing the same care and attention she had in nursing to helping clients and financial planners every day.
Outside of work, Su loves traveling, running, and spending time with her husband, who also works at the company, and their dog, Nana. You might find her anywhere in the world as she continues her travel adventures.
