Sue is the Director of First Impressions and Administrative Assistant at Motz Wealth Management. She is responsible for client appointment scheduling and preparation, client event assistance, and marketing coordination, including social media marketing. She also assists with client requests and serves as a liaison for clients. During tax season, she completes final processing of client tax returns. Sue has been with Motz Wealth Management since January 2019.
Prior to joining the Motz Wealth Management team, Sue was a hospitality professional for 16 years. She received her degree in Hotel and Restaurant Management from the California Culinary Academy.
Sue lives in Oreland, PA, and has two children, a nine-year-old son and a four-year-old daughter. In her free time, she enjoys trail-running, baking, and reading.