As a Customer Service Associate, Susan is happy to be part of our family here at EH Financial Group. She works closely with our clients to handle their needs and requests ensuring high quality and courteous service. She assists Emmy with daily office operations such as scheduling appointments and arranging client meetings as well as coordinating marketing, client appreciation events and seminars. Prior to joining EH Financial Group, Susan spent 17 years working in property tax services for Fidelity, a major financial company. She is a registered tax preparer in California and has extensively helped prepare returns for our clients.
Susan grew up in the San Gabriel Valley. She was born in Los Angeles and now lives in San Gabriel, just a block away from our EH Financial office with her teenage son Brendan. Susan enjoys watching the Dodger games with family and friends. Her hobbies and interests include art, mountain biking and going for long walks.