Chief Executive Officer | Internal Board Member | Financial Advisor
Sue serves in a variety of management roles for SG Long Financial and has over 35 years of experience in the financial services industry. She is a graduate of Lafayette College and received a Bachelor of Science in Economics. She currently holds Series 7, 24, 63, and 65 licenses and is a licensed agent in life and health insurance. Sue was exposed to the financial industry from a young age. Her father was a financial professional and graduated from Harvard Business School, and when he came home from work each night, she was lucky enough to be able to watch the ticker go across the screen as a child.
Sue operates with the outlook that every day is a new day to help others. She loves that her job involves helping people reach their goals, working with a diverse population, and creating a great work environment for employees.
Sue is from Connecticut and enjoys spending time in New York and Boston but calls Montana home. Sue’s family is the most important part of her life. She lives with her husband, Mark and they have three sons Eric, Curtis, and Chase.