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Susie LaBrie

Client Service Representative

In her role as Client Service Representative, Susie LaBrie collects and organizes account information needed by the advisors for successful client appointments and account reviews. Additionally, Susie runs monthly and annual “spot checks” that help to ensure all clients are served at the level to which the firm aspires.


Susie has been part of the industry for over 11 years. Prior to joining the firm, Susie was a teacher which has provided her with the skills needed in clear communication and copy editing.

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