Susie is the Retirement Plan Service Manager for Perspective Financial Group, and handles plan sponsor and participant questions and service issues. She plays an important role of acting as the liaison between our clients and their service providers in order to resolve issues with minimal client involvement. Susie’s 17 years of experience as a consultant and administrator at local Third Party Administrators gives her the industry knowledge and expertise to handle plan document and administration questions, as well as be able to assist clients with the annual valuation, distribution, and testing process.
Susie graduated from Indiana Wesleyan University with a Bachelor of Science degree in Management and enjoys the detail-oriented nature of her position.