Susie S. Jenkins, JD

Susie has over 20 years of experience in the financial industry. With a specialty in investments, retirement plans, client relations, and compliance, Susie has served in many capacities including Private Clients Relationship Manager, Fiduciary Officer, Managing Director, Retirement Plan Education Specialist, and Retirement Team Coordinator.

Susie holds her Series 7, Series 63, and NY State Life & Health Insurance Licenses, as well as a law degree from Suffolk Law.

Susie lives in New Hartford, NY with her husband and three children. In her free time, Susie enjoys traveling, spending time outdoors, and being a dedicated sports mom.