In every successful financial office there is often one lead person that patiently and diligently serves the firm’s operational needs on behalf of the clients and knows(or finds) the answers to many questions.
Sue Spadt is that person at Executive Wealth Management. Our Administrative and Operations Manager, Sue is a 20-year veteran of the financial services industry.
Well known to many of the long time clients of the practice, Sue is an expert in smoothly managing the almost unlimited number of tasks necessary for our firm to serve clients in an exceptional manner.
Because of Sue’s skillful management, the Wealth Managers of Executive Wealth Management are able to spend more time engaged in “a high level of thinking and planning” on behalf of clients of the firm.
Sue and Butch are active in the lives of their grandchildren and enjoy spending weekends at their cabin.