Susi joined PFG as Chief Operating Officer in 2017 and leads the operations teams, which include learning and development, accounting and finance, human resources, as well as project management. Susi embraces positive transformational change throughout the organization from technology solutions to process improvement to communication strategies.
Susi has worked in the financial services industry for more than 30 years. Prior to joining PFG, she was the Chief Operating Officer for Desert Financial, a multi-faceted Credit Union Service Organization (CUSO) $4.2B financial institution. Susi’s leadership experience spans the range from sales management, lending, learning, and development to estate planning, insurance, and wealth management.
Susi holds the FINRA Series 7, NASAA Series 66 licenses, as well as Life/Health Insurance and Property/Casualty Insurance licenses. She earned a BA from Grand Canyon University with an emphasis in business management. Susi and her husband of thirty years have two adult children and two grandchildren. When not working, Susi enjoys spending time with family which includes her husband of almost 35 years, two adult children and three grandchildren.