“Truepoint is all about the clients AND the employees. I love working at a company with a strong, compassionate, and innovative culture, and I am proud to contribute to its world-class client service efforts.”
Susie serves Truepoint’s clients, as well as the firm’s advisors, by taking care of important daily account tasks and overall service needs. She also contributes to broader team projects that analyze, refine, and improve Truepoint’s client service processes and procedures. As part of her responsibilities, she keeps up to date on the most recent custodial technologies, as well as emerging industry trends.
When she’s not at work, Susie enjoys spending time with her family and friends, especially cooking and entertaining at her home. She also devotes time to her creative outlets, including decorative furniture painting and design. She has recently rediscovered a love of sailing on Cowan Lake in Wilmington, Ohio. When she does slow down to take a break, she likes to read and practice meditation.