An industry veteran and Propel team leader, Sue is an expert in creating customized risk management solutions for high-net-worth individuals and their families.

Partner of Wealth Managers

As a trusted partner of many wealth managers, Sue is known for her ability to keep the assets of high-net-worth clients well-protected. “I enjoy working with wealth managers and taking the time to understand their clients’ needs. Often a client will need specialized coverage for their unique assets or life situations. At Propel, we can offer those premium coverage options that aren’t available elsewhere.”