Personal Service - Customized Strategy

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Firstrust Financial Resources is a client-centric, 60-person financial services firm offering wealth  management services to individuals, businesses, and not-for-profit organizations.  Located in Philadelphia with offices throughout the region, FFR is a wholly-owned subsidiary of Firstrust Bank, one of the region’s oldest and most respected financial institutions.

Sue joined Firstrust Financial Resources in July 2017.  She is a financial consultant who brings over 20 years of leadership, financial and organizational experience to her clients and has a true passion for helping people achieve their financial goals.  By delivering outstanding value and services, Sue works with individuals, families and small businesses seeking to prepare for their futures and protect their families and finances at every life stage.

She enjoys educating and implementing customized strategies with her clients in the following areas of planning:  Retirement Accumulation/Distribution, Long-term Care and Estate Preservation.

For small business owners, her services extend from providing a full range of employee benefits (including group benefits, qualified retirement plans, and deferred compensation programs) to developing business succession planning strategies for the owner’s and their families.

Sue’s previous professional experience includes Coopers & Lybrand (now PwC, LLC) and Unisys Corporation.

Sue resides in the Fairmount section of Philadelphia.  Outside of the office, she enjoys spending time with family & friends, golf, travel, and weather permitting, flying single-engine planes.


  • B.S. Accounting, Drexel University
  • CDFA ® designation
  • Financial Industry Regulatory Authority, Inc. (FINRA) Series 7 and 66 registrations
  • Registered Representative with Equitable Advisors
  • Life, Health, & Accident Insurance licenses in PA, NJ, DE, CA, NY, MD, OR, VA
  • Securities licenses in NJ, NY, PA, DE, CA, OR